Chicago Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chicago Capital’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	$8.57M	Sell	23,149 -14,522	-39%	-$5.19M	0.21%	70
2026 Q1	$12.1M	Sell	37,671 -527	-1%	-$177K	0.33%	56
2025 Q4	$12.8M	Buy	38,198 +134	+0.4%	+$44.6K	0.32%	57
2025 Q3	$12.5M	Sell	38,064 -20	-0.1%	-$6.32K	0.31%	59
2025 Q2	$11.6M	Buy	38,084 +3,410	+10%	+$959K	0.29%	61
2025 Q1	$9.53M	Buy	34,674 +18,778	+118%	+$5.46M	0.27%	61
2024 Q4	$4.61M	Sell	15,896 -1,686	-10%	-$492K	0.12%	89
2024 Q3	$4.98M	Buy	17,582 +4,279	+32%	+$1.17M	0.14%	85
2024 Q2	$3.56M	Buy	13,303 +3,589	+37%	+$929K	0.11%	91
2024 Q1	$2.52M	Buy	+9,714	New	+$2.4M	0.08%	109
2021 Q4	–	Sell	-62	Closed	-$14K	–	278
2021 Q3	$14K	Buy	+62	New	+$14.1K	﹤0.01%	259

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Chicago Capital's VTI Position: Q2 2026 in Review

Chicago Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 39% in Q2 2026, selling an estimated $5.19M and leaving 23,149 shares worth $8.57M. The position accounts for 0.21% of the portfolio, ranked #70.

Chicago Capital first reported a position in VTI in Q3 2021 and has held it in 11 quarters since. The position peaked at $12.8M in Q4 2025. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Chicago Capital held 23,149 shares of Vanguard Morningstar Total Stock Market ETF worth $8.57M as of Q2 2026.
Chicago Capital sold 14,522 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.19M.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Chicago Capital's portfolio in Q2 2026, its #70 holding.
Chicago Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 11 quarters since.
Chicago Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $12.8M in Q4 2025.
1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chicago Capital's 13F filing for Q2 2026, filed 28 Jul 2026.