Chancellor Financial Group WB’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chancellor Financial Group WB's VTI Position: Q1 2026 in Review

Chancellor Financial Group WB increased its Vanguard Total Stock Market ETF (VTI) stake by 0.13% in Q1 2026, buying an estimated $1.01K and bringing the position to 2,228 shares worth $715K. The position accounts for 0.51% of the portfolio, ranked #42.

Chancellor Financial Group WB first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $746K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Chancellor Financial Group WB held 2,228 shares of Vanguard Total Stock Market ETF worth $715K as of Q1 2026.
Chancellor Financial Group WB bought 3 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.01K.
Vanguard Total Stock Market ETF made up 0.51% of Chancellor Financial Group WB's portfolio in Q1 2026, its #42 holding.
Chancellor Financial Group WB first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
Chancellor Financial Group WB's Vanguard Total Stock Market ETF position peaked at $746K in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.