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Charter Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Charter Capital Management’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 		$403K Hold
1,089
– – 0.18% 50
2026
Q1 		$349K Hold
1,089
– – 0.17% 51
2025
Q4 		$365K Hold
1,089
– – 0.19% 50
2025
Q3 		$357K Hold
1,089
– – 0.19% 50
2025
Q2 		$331K Buy
+1,089
New +$306K 0.19% 46

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Charter Capital Management's VTI Position: Q2 2026 in Review

Charter Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,089 shares worth $403K. The position accounts for 0.18% of the portfolio, ranked #50.

Charter Capital Management first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. 2,218 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Charter Capital Management held 1,089 shares of Vanguard Morningstar Total Stock Market ETF worth $403K as of Q2 2026.
  • Charter Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.18% of Charter Capital Management's portfolio in Q2 2026, its #50 holding.
  • Charter Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 2,218 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Charter Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.