Cheviot Value Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cheviot Value 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	$175K	Buy	474 +15	+3%	+$5.36K	0.02%	135
2026 Q1	$147K	Hold	459	–	–	0.01%	141
2025 Q4	$157K	Hold	459	–	–	0.02%	143
2025 Q3	$155K	Buy	459 +1	+0.2%	+$316	0.02%	147
2025 Q2	$143K	Hold	458	–	–	0.02%	131
2025 Q1	$127K	Buy	+458	New	+$133K	0.02%	137

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

Cheviot Value Management's VTI Position: Q2 2026 in Review

Cheviot Value Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, buying an estimated $5.36K and bringing the position to 474 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #135.

Cheviot Value Management first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cheviot Value Management held 474 shares of Vanguard Morningstar Total Stock Market ETF worth $175K as of Q2 2026.
Cheviot Value Management bought 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Cheviot Value Management's portfolio in Q2 2026, its #135 holding.
Cheviot Value Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.