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 		– Sell
-100
Closed -$35.1K – 1694
2026
Q1 		$35.1K Buy
+100
New +$33.6K ﹤0.01% 1435

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 $43.3B AUM 29.3% 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. 1,811 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.
  • 1,811 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.