Chatterton & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
– Sell
-1,012
Closed -$376K – 116
2026
Q2
$376K Buy
+1,012
New +$362K 0.22% 67

Other funds holding VTI

Chatterton & Associates's VTI Position: Q3 2026 in Review

Chatterton & Associates sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026, closing a stake of 1,012 shares — an estimated $376K sold.

Chatterton & Associates first reported a position in VTI in Q2 2026 and held it in 1 quarter. The position peaked at $376K in Q2 2026. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Chatterton & Associates reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2026 after selling out during the quarter.
  • Chatterton & Associates sold 1,012 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $376K.
  • Chatterton & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and held it in 1 quarter.
  • Chatterton & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $376K in Q2 2026.
  • 3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Chatterton & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.