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Chapin Davis’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chapin Davis’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 		$2.01M Sell
5,431
-32
-0.6% -$11.4K 0.35% 56
2026
Q1 		$1.75M Buy
5,463
+323
+6% +$108K 0.39% 57
2025
Q4 		$1.72M Buy
5,140
+3
+0.1% +$998 0.4% 56
2025
Q3 		$1.69M Sell
5,137
-4
-0.1% -$1.26K 0.41% 56
2025
Q2 		$1.56M Sell
5,141
-10
-0.2% -$2.81K 0.43% 54
2025
Q1 		$1.42M Sell
5,151
-185
-3% -$53.7K 0.48% 49
2024
Q4 		$1.51M Hold
5,336
– – 0.49% 46
2024
Q3 		$1.51M Sell
5,336
-59
-1% -$16.1K 0.49% 47
2024
Q2 		$1.44M Buy
5,395
+784
+17% +$203K 0.49% 44
2024
Q1 		$1.2M Buy
4,611
+817
+22% +$202K 0.44% 52
2023
Q4 		$900K Buy
3,794
+136
+4% +$30.1K 0.38% 68
2023
Q3 		$777K Buy
3,658
+879
+32% +$195K 0.37% 72
2023
Q2 		$612K Buy
2,779
+87
+3% +$18.1K 0.29% 91
2023
Q1 		$549K Buy
2,692
+1,190
+79% +$238K 0.28% 99
2022
Q4 		$287K Buy
+1,502
New +$289K 0.17% 143

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chapin Davis's VTI Position: Q2 2026 in Review

Chapin Davis reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.59% in Q2 2026, selling an estimated $11.4K and leaving 5,431 shares worth $2.01M. The position accounts for 0.35% of the portfolio, ranked #56.

Chapin Davis first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Chapin Davis held 5,431 shares of Vanguard Morningstar Total Stock Market ETF worth $2.01M as of Q2 2026.
  • Chapin Davis sold 32 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Chapin Davis's portfolio in Q2 2026, its #56 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.