Chesapeake Asset Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chesapeake Asset 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	$672K	Buy	1,817 +201	+12%	+$71.9K	0.51%	49
2026 Q1	$518K	Buy	1,616 +61	+4%	+$20.5K	0.41%	60
2025 Q4	$521K	Hold	1,555	–	–	0.43%	52
2025 Q3	$510K	Hold	1,555	–	–	0.45%	52
2025 Q2	$473K	Buy	1,555 +1,198	+336%	+$337K	0.43%	54
2025 Q1	$98.1K	Sell	357 -289	-45%	-$84K	0.09%	107
2024 Q4	$187K	Sell	646 -101	-14%	-$29.5K	0.17%	82
2024 Q3	$212K	Buy	747 +392	+110%	+$107K	0.18%	79
2024 Q2	$95K	Sell	355 -1,369	-79%	-$354K	0.09%	101
2024 Q1	$448K	Buy	1,724 +1,339	+348%	+$331K	0.44%	53
2023 Q4	$91.3K	Hold	385	–	–	0.08%	112
2023 Q3	$81.8K	Sell	385 -17	-4%	-$3.76K	0.08%	115
2023 Q2	$88.6K	Hold	402	–	–	0.08%	120
2023 Q1	$82K	Buy	+402	New	+$80.5K	0.08%	125

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chesapeake Asset Management's VTI Position: Q2 2026 in Review

Chesapeake Asset Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, buying an estimated $71.9K and bringing the position to 1,817 shares worth $672K. The position accounts for 0.51% of the portfolio, ranked #49.

Chesapeake Asset Management first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Chesapeake Asset Management held 1,817 shares of Vanguard Morningstar Total Stock Market ETF worth $672K as of Q2 2026.
Chesapeake Asset Management bought 201 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $71.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.51% of Chesapeake Asset Management's portfolio in Q2 2026, its #49 holding.
Chesapeake Asset Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chesapeake Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.