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

Chicago Wealth 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 Q1	$646K	Buy	2,013 +22	+1%	+$7.38K	0.26%	41
2025 Q4	$668K	Buy	1,991 +58	+3%	+$19.3K	0.27%	40
2025 Q3	$634K	Buy	1,933 +10	+0.5%	+$3.16K	0.28%	36
2025 Q2	$584K	Hold	1,923	–	–	0.28%	37
2025 Q1	$529K	Hold	1,923	–	–	0.28%	36
2024 Q4	$557K	Sell	1,923 -4	-0.2%	-$1.17K	0.29%	36
2024 Q3	$546K	Buy	1,927 +2	+0.1%	+$546	0.29%	37
2024 Q2	$515K	Buy	1,925 +42	+2%	+$10.9K	0.3%	36
2024 Q1	$489K	Buy	+1,883	New	+$466K	0.29%	37

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Chicago Wealth Management's VTI Position: Q1 2026 in Review

Chicago Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q1 2026, buying an estimated $7.38K and bringing the position to 2,013 shares worth $646K. The position accounts for 0.26% of the portfolio, ranked #41.

Chicago Wealth Management first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. The position peaked at $668K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Chicago Wealth Management held 2,013 shares of Vanguard Morningstar Total Stock Market ETF worth $646K as of Q1 2026.
Chicago Wealth Management bought 22 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $7.38K.
Vanguard Morningstar Total Stock Market ETF made up 0.26% of Chicago Wealth Management's portfolio in Q1 2026, its #41 holding.
Chicago Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
Chicago Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $668K in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Chicago Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.