CPIG
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Chicago Partners Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chicago Partners Investment Group’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 		$51.1M Buy
140,126
+12,302
+10% +$4.4M 1.02% 17
2026
Q1 		$44.9M Buy
127,824
+11,659
+10% +$3.91M 1% 18
2025
Q4 		$39.6M Buy
116,165
+11,193
+11% +$3.72M 0.97% 19
2025
Q3 		$35.5M Buy
104,972
+14,260
+16% +$4.5M 0.93% 20
2025
Q2 		$28.3M Buy
90,712
+5,837
+7% +$1.64M 0.82% 23
2025
Q1 		$23.4M Sell
84,875
-37,506
-31% -$10.9M 0.78% 25
2024
Q4 		$35.7M Buy
122,381
+50,096
+69% +$14.6M 1.19% 16
2024
Q3 		$20.6M Buy
72,285
+2,389
+3% +$652K 0.73% 28
2024
Q2 		$18.8M Buy
69,896
+7,486
+12% +$1.94M 0.73% 28
2024
Q1 		$15.6M Buy
62,410
+6,353
+11% +$1.57M 0.66% 30
2023
Q4 		$13.5M Buy
56,057
+6,084
+12% +$1.35M 0.62% 35
2023
Q3 		$10.4M Buy
49,973
+3,277
+7% +$725K 0.56% 39
2023
Q2 		$10.5M Buy
46,696
+4,585
+11% +$956K 0.55% 38
2023
Q1 		$8.64M Buy
42,111
+10,959
+35% +$2.19M 0.5% 43
2022
Q4 		$6.51M Buy
31,152
+3,845
+14% +$741K 0.4% 59
2022
Q3 		$5.21M Buy
27,307
+1,196
+5% +$238K 0.37% 58
2022
Q2 		$5.38M Sell
26,111
-426
-2% -$87.5K 0.39% 54
2022
Q1 		$5.21M Buy
26,537
+1,438
+6% +$323K 0.4% 54
2021
Q4 		$5.58M Buy
25,099
+1,732
+7% +$409K 0.4% 59
2021
Q3 		$5.61M Buy
23,367
+3,306
+16% +$754K 0.39% 58
2021
Q2 		$4.57M Buy
20,061
+677
+3% +$147K 0.34% 64
2021
Q1 		$4.23M Buy
19,384
+617
+3% +$125K 0.35% 60
2020
Q4 		$3.77M Buy
18,767
+12,976
+224% +$2.37M 0.36% 57
2020
Q3 		$996K Sell
5,791
-1,357
-19% -$228K 0.12% 139
2020
Q2 		$1.17M Buy
7,148
+591
+9% +$87.2K 0.15% 116
2020
Q1 		$939K Buy
6,557
+1,784
+37% +$276K 0.15% 118
2019
Q4 		$803K Buy
4,773
+1,730
+57% +$271K 0.1% 156
2019
Q3 		$465K Sell
3,043
-102
-3% -$15.4K 0.07% 207
2019
Q2 		$478K Sell
3,145
-508
-14% -$74.8K 0.07% 194
2019
Q1 		$542K Buy
3,653
+57
+2% +$7.95K 0.08% 172
2018
Q4 		$478K Sell
3,596
-4,742
-57% -$655K 0.07% 191
2018
Q3 		$1.13M Buy
8,338
+6,521
+359% +$960K 0.17% 103
2018
Q2 		$255K Buy
1,817
+479
+36% +$66.8K 0.04% 241
2018
Q1 		$182K Buy
1,338
+2
+0.1% +$280 0.03% 264
2017
Q4 		$183K Buy
1,336
+2
+0.1% +$268 0.03% 266
2017
Q3 		$173K Buy
1,334
+717
+116% +$90.8K 0.03% 270
2017
Q2 		$73K Sell
617
-275
-31% -$33.9K 0.02% 319
2017
Q1 		$108K Buy
892
+1
+0.1% +$120 0.03% 241
2016
Q4 		$103K Hold
891
– – 0.04% 227
2016
Q3 		$99K Buy
891
+1
+0.1% +$111 0.04% 231
2016
Q2 		$95K Hold
890
– – 0.05% 194
2016
Q1 		$93K Sell
890
-432
-33% -$42.8K 0.05% 187
2015
Q4 		$138K Buy
1,322
+401
+44% +$42.2K 0.07% 198
2015
Q3 		$91K Buy
921
+83
+10% +$8.71K 0.05% 190
2015
Q2 		$90K Sell
838
-10
-1% -$1.09K 0.04% 199
2015
Q1 		$90K Buy
848
+10
+1% +$1.07K 0.04% 189
2014
Q4 		$89K Buy
+838
New +$86.7K 0.04% 190

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

Chicago Partners Investment Group's VTI Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.6% in Q2 2026, buying an estimated $4.4M and bringing the position to 140,126 shares worth $51.1M. The position accounts for 1.02% of the portfolio, ranked #17.

Chicago Partners Investment Group first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Chicago Partners Investment Group held 140,126 shares of Vanguard Morningstar Total Stock Market ETF worth $51.1M as of Q2 2026.
  • Chicago Partners Investment Group bought 12,302 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.4M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #17 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.