Charter Research & Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Charter Research & Investment 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	–	–	0.32%	58
2025 Q4	$506K	Hold	1,509	–	–	0.34%	57
2025 Q3	$495K	Sell	1,509 -60	-4%	-$19K	0.34%	57
2025 Q2	$477K	Hold	1,569	–	–	0.36%	59
2025 Q1	$431K	Hold	1,569	–	–	0.33%	59
2024 Q4	$455K	Sell	1,569 -175	-10%	-$51.1K	0.35%	58
2024 Q3	$494K	Hold	1,744	–	–	0.36%	58
2024 Q2	$467K	Sell	1,744 -300	-15%	-$77.6K	0.37%	60
2024 Q1	$531K	Sell	2,044 -580	-22%	-$143K	0.42%	57
2023 Q4	$622K	Hold	2,624	–	–	0.52%	46
2023 Q3	$557K	Buy	+2,624	New	+$581K	0.5%	50

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

Charter Research & Investment Group's VTI Position: Q1 2026 in Review

Charter Research & Investment Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,509 shares worth $484K. The position accounts for 0.32% of the portfolio, ranked #58.

Charter Research & Investment Group first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $622K in Q4 2023. 3,559 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Charter Research & Investment Group held 1,509 shares of Vanguard Morningstar Total Stock Market ETF worth $484K as of Q1 2026.
Charter Research & Investment Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.32% of Charter Research & Investment Group's portfolio in Q1 2026, its #58 holding.
Charter Research & Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
Charter Research & Investment Group's Vanguard Morningstar Total Stock Market ETF position peaked at $622K in Q4 2023.
3,559 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.