CD
VTI icon

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
Q3 		$2.03M Buy
5,434
+3
+0.1% +$1.12K 0.39% 51
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Chapin Davis's VTI Position: Q3 2026 in Review

Chapin Davis increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q3 2026, buying an estimated $1.12K and bringing the position to 5,434 shares worth $2.03M. The position accounts for 0.39% of the portfolio, ranked #51.

Chapin Davis first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Chapin Davis held 5,434 shares of Vanguard Morningstar Total Stock Market ETF worth $2.03M as of Q3 2026.
  • Chapin Davis bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.12K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.39% of Chapin Davis's portfolio in Q3 2026, its #51 holding.
  • Chapin Davis first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.