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Chico Wealth RIA’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Chico Wealth RIA’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 		$918K Sell
2,479
-53
-2% -$19K 0.48% 17
2026
Q1 		$812K Hold
2,532
– – 0.5% 16
2025
Q4 		$849K Buy
2,532
+1
+0% +$333 0.55% 14
2025
Q3 		$831K Sell
2,531
-11
-0.4% -$3.48K 0.56% 14
2025
Q2 		$773K Sell
2,542
-19
-0.7% -$5.34K 0.61% 12
2025
Q1 		$704K Sell
2,561
-120
-4% -$34.9K 0.61% 13
2024
Q4 		$777K Sell
2,681
-805
-23% -$235K 0.68% 11
2024
Q3 		$987K Sell
3,486
-11
-0.3% -$3K 0.84% 12
2024
Q2 		$935K Sell
3,497
-444
-11% -$115K 0.86% 11
2024
Q1 		$1.02M Sell
3,941
-338
-8% -$83.6K 0.97% 11
2023
Q4 		$1.02M Sell
4,279
-35
-0.8% -$7.74K 1.06% 11
2023
Q3 		$916K Sell
4,314
-77
-2% -$17K 1.1% 10
2023
Q2 		$967K Buy
4,391
+584
+15% +$122K 1.15% 10
2023
Q1 		$777K Sell
3,807
-8
-0.2% -$1.6K 1% 10
2022
Q4 		$729K Buy
3,815
+112
+3% +$21.6K 0.82% 11
2022
Q3 		$665K Sell
3,703
-7
-0.2% -$1.4K 0.77% 13
2022
Q2 		$700K Buy
3,710
+212
+6% +$43.6K 0.57% 15
2022
Q1 		$796K Buy
+3,498
New +$787K 0.64% 17

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chico Wealth RIA's VTI Position: Q2 2026 in Review

Chico Wealth RIA reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $19K and leaving 2,479 shares worth $918K. The position accounts for 0.48% of the portfolio, ranked #17.

Chico Wealth RIA first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q1 2024. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Chico Wealth RIA held 2,479 shares of Vanguard Morningstar Total Stock Market ETF worth $918K as of Q2 2026.
  • Chico Wealth RIA sold 53 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.48% of Chico Wealth RIA's portfolio in Q2 2026, its #17 holding.
  • Chico Wealth RIA first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Chico Wealth RIA's Vanguard Morningstar Total Stock Market ETF position peaked at $1.02M in Q1 2024.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.