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Chapman Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Chapman Financial Group’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 		$484K Hold
1,509
– – 0.35% 78
2025
Q4 		$506K Hold
1,509
– – 0.34% 77
2025
Q3 		$495K Hold
1,509
– – 0.34% 82
2025
Q2 		$459K Buy
+1,509
New +$424K 0.39% 69
2024
Q4 		$524K Buy
+1,809
New +$528K 0.42% 67

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chapman Financial Group's VTI Position: Q1 2026 in Review

Chapman Financial Group held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,509 shares worth $484K. The position accounts for 0.35% of the portfolio, ranked #78.

Chapman Financial Group first reported a position in VTI in Q4 2024 and has held it in 5 quarters since. The position peaked at $524K in Q4 2024. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Chapman Financial Group held 1,509 shares of Vanguard Total Stock Market ETF worth $484K as of Q1 2026.
  • Chapman Financial Group left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.35% of Chapman Financial Group's portfolio in Q1 2026, its #78 holding.
  • Chapman Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's Vanguard Total Stock Market ETF position peaked at $524K in Q4 2024.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.