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Chatterton & Associates’s Vanguard Total World Stock ETF VT Stock Holding History

Chatterton & Associates’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$313K Buy
+1,992
New +$304K 0.18% 77

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Chatterton & Associates's VT Position: Q2 2026 in Review

Chatterton & Associates opened a new position in Vanguard Total World Stock ETF (VT) in Q2 2026: 1,992 shares worth $313K. The stake represents 0.18% of the portfolio and ranks #77 among its holdings.

817 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Chatterton & Associates held 1,992 shares of Vanguard Total World Stock ETF worth $313K as of Q2 2026.
  • Vanguard Total World Stock ETF was a new Chatterton & Associates position in Q2 2026.
  • Vanguard Total World Stock ETF made up 0.18% of Chatterton & Associates's portfolio in Q2 2026, its #77 holding.
  • 817 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Chatterton & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.