Chancellor Financial Group WB’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chancellor Financial Group WB’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.42M	Buy	3,840 +1,612	+72%	+$576K	0.88%	21
2026 Q1	$715K	Buy	2,228 +3	+0.1%	+$1.01K	0.51%	42
2025 Q4	$746K	Hold	2,225	–	–	0.51%	40
2025 Q3	$730K	Hold	2,225	–	–	0.52%	40
2025 Q2	$676K	Buy	2,225 +742	+50%	+$209K	0.52%	44
2025 Q1	$408K	Hold	1,483	–	–	0.34%	64
2024 Q4	$430K	Buy	+1,483	New	+$433K	0.35%	60

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chancellor Financial Group WB's VTI Position: Q2 2026 in Review

Chancellor Financial Group WB increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 72% in Q2 2026, buying an estimated $576K and bringing the position to 3,840 shares worth $1.42M. The position accounts for 0.88% of the portfolio, ranked #21.

Chancellor Financial Group WB first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Chancellor Financial Group WB held 3,840 shares of Vanguard Morningstar Total Stock Market ETF worth $1.42M as of Q2 2026.
Chancellor Financial Group WB bought 1,612 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $576K.
Vanguard Morningstar Total Stock Market ETF made up 0.88% of Chancellor Financial Group WB's portfolio in Q2 2026, its #21 holding.
Chancellor Financial Group WB first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.