CWM
VTI icon

Chemistry Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chemistry Wealth Management’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 		$2.6M Sell
7,023
-95
-1% -$34K 0.42% 39
2026
Q1 		$2.28M Buy
7,118
+239
+3% +$80.2K 0.4% 39
2025
Q4 		$2.31M Buy
6,879
+5,088
+284% +$1.69M 0.43% 37
2025
Q3 		$588K Buy
1,791
+41
+2% +$13K 0.11% 107
2025
Q2 		$532K Buy
1,750
+54
+3% +$15.2K 0.11% 107
2025
Q1 		$466K Buy
1,696
+28
+2% +$8.13K 0.11% 106
2024
Q4 		$483K Hold
1,668
– – 0.11% 104
2024
Q3 		$472K Hold
1,668
– – 0.11% 104
2024
Q2 		$446K Buy
1,668
+48
+3% +$12.4K 0.12% 102
2024
Q1 		$421K Hold
1,620
– – 0.11% 105
2023
Q4 		$384K Hold
1,620
– – 0.12% 108
2023
Q3 		$344K Hold
1,620
– – 0.11% 114
2023
Q2 		$357K Sell
1,620
-140
-8% -$29.2K 0.12% 113
2023
Q1 		$359K Sell
1,760
-65
-4% -$13K 0.13% 109
2022
Q4 		$349K Hold
1,825
– – 0.14% 102
2022
Q3 		$328K Hold
1,825
– – 0.13% 107
2022
Q2 		$344K Buy
1,825
+65
+4% +$13.4K 0.13% 112
2022
Q1 		$401K Sell
1,760
-3,514
-67% -$790K 0.14% 102
2021
Q4 		$1.27M Buy
+5,274
New +$1.25M 1.07% 25

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Chemistry Wealth Management's VTI Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, selling an estimated $34K and leaving 7,023 shares worth $2.6M. The position accounts for 0.42% of the portfolio, ranked #39.

Chemistry Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Chemistry Wealth Management held 7,023 shares of Vanguard Morningstar Total Stock Market ETF worth $2.6M as of Q2 2026.
  • Chemistry Wealth Management sold 95 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $34K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.42% of Chemistry Wealth Management's portfolio in Q2 2026, its #39 holding.
  • Chemistry Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.