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Chartist Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chartist Inc’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 		$203K Buy
+548
New +$196K 0.13% 21
2025
Q4 		– Sell
-1,144
Closed -$375K – 21
2025
Q3 		$375K Buy
+1,144
New +$361K 0.26% 15
2024
Q4 		$447K Sell
1,543
-17
-1% -$4.96K 0.23% 17
2024
Q3 		$442K Hold
1,560
– – 0.23% 16
2024
Q2 		$417K Sell
1,560
-241
-13% -$62.4K 0.22% 16
2024
Q1 		$468K Sell
1,801
-41
-2% -$10.1K 0.24% 14
2023
Q4 		$437K Hold
1,842
– – 0.24% 14
2023
Q3 		$391K Sell
1,842
-121
-6% -$26.8K 0.23% 14
2023
Q2 		$433K Sell
1,963
-32
-2% -$6.67K 0.23% 15
2023
Q1 		$376K Buy
+1,995
New +$399K 0.37% 16
2022
Q2 		$376K Hold
1,995
– – 0.22% 17
2022
Q1 		$454K Hold
1,995
– – 0.21% 18
2021
Q4 		$482K Buy
1,995
+8
+0.4% +$1.89K 0.21% 20
2021
Q3 		$441K Buy
1,987
+111
+6% +$25.3K 0.21% 21
2021
Q2 		$418K Hold
1,876
– – 0.19% 22
2021
Q1 		$388K Hold
1,876
– – 0.2% 18
2020
Q4 		$365K Sell
1,876
-93
-5% -$17K 0.19% 18
2020
Q3 		$335K Buy
+1,969
New +$331K 0.19% 19
2019
Q4 		$1.61M Hold
9,827
– – 0.98% 6
2019
Q3 		$1.48M Buy
9,827
+130
+1% +$19.6K 0.96% 6
2019
Q2 		$1.46M Buy
9,697
+7,444
+330% +$1.1M 0.92% 7
2019
Q1 		$326K Buy
2,253
+180
+9% +$25.1K 0.27% 23
2018
Q4 		$265K Sell
2,073
-3,403
-62% -$470K 0.51% 21
2018
Q3 		$819K Buy
5,476
+385
+8% +$56.7K 0.36% 16
2018
Q2 		$715K Buy
5,091
+50
+1% +$6.97K 0.32% 16
2018
Q1 		$684K Hold
5,041
– – 0.32% 15
2017
Q4 		$692K Buy
+5,041
New +$675K 0.31% 18
2015
Q4 		$32.8M Buy
314,237
+303,141
+2,732% +$31.9M 16.23% 3
2015
Q3 		$1.09M Sell
11,096
-67,835
-86% -$7.12M 6.66% 5
2015
Q2 		$8.5M Hold
78,931
– – 4.1% 5
2015
Q1 		$8.54M Sell
78,931
-2,001
-2% -$214K 4.05% 5
2014
Q4 		$8.55M Sell
80,932
-1,987
-2% -$206K 4% 5
2014
Q3 		$8.25M Sell
82,919
-713
-0.9% -$72.9K 4.32% 5
2014
Q2 		$8.52M Sell
83,632
-771
-0.9% -$76K 4.16% 5
2014
Q1 		$8.1M Sell
84,403
-853
-1% -$81.7K 4.32% 5
2013
Q4 		$8.13M Sell
85,256
-1,011
-1% -$93K 4.22% 5
2013
Q3 		$7.62M Buy
86,267
+72
+0.1% +$6.26K 4.37% 6
2013
Q2 		$7.22M Buy
+86,195
New +$7.15M 4.18% 6

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

Chartist Inc's VTI Position: Q2 2026 in Review

Chartist Inc opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 548 shares worth $203K. The stake represents 0.13% of the portfolio and ranks #21 among its holdings. This is a return to the name: Chartist Inc previously reported a position in VTI as recently as Q3 2025.

Chartist Inc first reported a position in VTI in Q2 2013 and has held it in 38 quarters since. The position peaked at $32.8M in Q4 2015. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Chartist Inc held 548 shares of Vanguard Morningstar Total Stock Market ETF worth $203K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Chartist Inc position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Chartist Inc's portfolio in Q2 2026, its #21 holding.
  • Chartist Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 38 quarters since.
  • Chartist Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $32.8M in Q4 2015.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chartist Inc's 13F filing for Q2 2026, filed 14 Aug 2026.