Checchi Capital Advisers’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
Q2 | $1.27M | Sell |
3,421
-322
| -9% | -$115K | 0.06% | 179 |
|
|
2026
Q1 | $1.2M | Buy |
3,743
+1,084
| +41% | +$364K | 0.06% | 187 |
|
|
2025
Q4 | $892K | Sell |
2,659
-219
| -8% | -$72.9K | 0.05% | 216 |
|
|
2025
Q3 | $945K | Hold |
2,878
| – | – | 0.05% | 217 |
|
|
2025
Q2 | $875K | Sell |
2,878
-89
| -3% | -$25K | 0.05% | 232 |
|
|
2025
Q1 | $816K | Buy |
2,967
+63
| +2% | +$18.3K | 0.04% | 243 |
|
|
2024
Q4 | $842K | Buy |
2,904
+29
| +1% | +$8.46K | 0.05% | 223 |
|
|
2024
Q3 | $814K | Sell |
2,875
-75
| -3% | -$20.5K | 0.05% | 229 |
|
|
2024
Q2 | $789K | Sell |
2,950
-296
| -9% | -$76.6K | 0.04% | 221 |
|
|
2024
Q1 | $844K | Hold |
3,246
| – | – | 0.07% | 221 |
|
|
2023
Q4 | $770K | Sell |
3,246
-2,953
| -48% | -$653K | 0.06% | 222 |
|
|
2023
Q3 | $1.32M | Buy |
6,199
+3,044
| +96% | +$674K | 0.12% | 140 |
|
|
2023
Q2 | $695K | Sell |
3,155
-37
| -1% | -$7.72K | 0.06% | 228 |
|
|
2023
Q1 | $652K | Buy |
3,192
+59
| +2% | +$11.8K | 0.06% | 220 |
|
|
2022
Q4 | $599K | Buy |
3,133
+128
| +4% | +$24.7K | 0.06% | 234 |
|
|
2022
Q3 | $539K | Hold |
3,005
| – | – | 0.05% | 246 |
|
|
2022
Q2 | $620K | Sell |
3,005
-30,075
| -91% | -$6.18M | 0.05% | 248 |
|
|
2022
Q1 | $7.53M | Buy |
33,080
+30,502
| +1,183% | +$6.86M | 0.64% | 32 |
|
|
2021
Q4 | $622K | Buy |
2,578
+12
| +0.5% | +$2.83K | 0.05% | 219 |
|
|
2021
Q3 | $570K | Sell |
2,566
-1,000
| -28% | -$228K | 0.06% | 219 |
|
|
2021
Q2 | $795K | Buy |
3,566
+868
| +32% | +$188K | 0.08% | 174 |
|
|
2021
Q1 | $558K | Buy |
2,698
+455
| +20% | +$92.1K | 0.06% | 225 |
|
|
2020
Q4 | $437K | Buy |
2,243
+705
| +46% | +$129K | 0.05% | 265 |
|
|
2020
Q3 | $262K | Sell |
1,538
-10
| -0.6% | -$1.68K | 0.03% | 335 |
|
|
2020
Q2 | $242K | Buy |
+1,548
| New | +$228K | 0.03% | 370 |
|
|
2020
Q1 | – | Sell |
-1,659
| Closed | -$271K | – | 466 |
|
|
2019
Q4 | $271K | Sell |
1,659
-1,480
| -47% | -$232K | 0.04% | 326 |
|
|
2019
Q3 | $474K | Buy |
3,139
+1,690
| +117% | +$255K | 0.06% | 203 |
|
|
2019
Q2 | $217K | Sell |
1,449
-134
| -8% | -$19.7K | 0.03% | 370 |
|
|
2019
Q1 | $229K | Buy |
+1,583
| New | +$221K | 0.03% | 353 |
|
|
2018
Q4 | – | Sell |
-1,723
| Closed | -$258K | – | 446 |
|
|
2018
Q3 | $258K | Buy |
1,723
+261
| +18% | +$38.4K | 0.03% | 350 |
|
|
2018
Q2 | $205K | Sell |
1,462
-43
| -3% | -$6K | 0.03% | 384 |
|
|
2018
Q1 | $204K | Buy |
+1,505
| New | +$211K | 0.03% | 378 |
|
|
2016
Q3 | – | Sell |
-1,077
| Closed | -$115K | – | 1198 |
|
|
2016
Q2 | $115K | Buy |
1,077
+904
| +523% | +$95.8K | 0.01% | 527 |
|
|
2016
Q1 | $18K | Buy |
+173
| New | +$17.2K | ﹤0.01% | 1170 |
|
Other funds holding VTI
RIM
WI
Checchi Capital Advisers's VTI Position: Q2 2026 in Review
Checchi Capital Advisers reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.6% in Q2 2026, selling an estimated $115K and leaving 3,421 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #179.
Checchi Capital Advisers first reported a position in VTI in Q1 2016 and has held it in 34 quarters since. The position peaked at $7.53M in Q1 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Checchi Capital Advisers held 3,421 shares of Vanguard Morningstar Total Stock Market ETF worth $1.27M as of Q2 2026.
- Checchi Capital Advisers sold 322 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $115K.
- Vanguard Morningstar Total Stock Market ETF made up 0.06% of Checchi Capital Advisers's portfolio in Q2 2026, its #179 holding.
- Checchi Capital Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 34 quarters since.
- Checchi Capital Advisers's Vanguard Morningstar Total Stock Market ETF position peaked at $7.53M in Q1 2022.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.