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Choate Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Choate Investment Advisors’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 		$54.5M Buy
169,996
+1,090
+0.6% +$366K 1.07% 15
2025
Q4 		$56.6M Buy
168,906
+25,549
+18% +$8.5M 1.11% 14
2025
Q3 		$47M Buy
143,357
+44,796
+45% +$14.2M 0.97% 15
2025
Q2 		$30M Buy
98,561
+1,860
+2% +$523K 0.65% 25
2025
Q1 		$26.6M Sell
96,701
-1,184
-1% -$344K 0.66% 28
2024
Q4 		$28.4M Hold
97,885
– – 0.68% 21
2024
Q3 		$27.7M Hold
97,885
– – 0.71% 20
2024
Q2 		$26.2M Buy
97,885
+174
+0.2% +$45K 0.69% 19
2024
Q1 		$25.4M Buy
97,711
+76,329
+357% +$18.9M 0.68% 18
2023
Q4 		$5.07M Sell
21,382
-12,044
-36% -$2.66M 0.16% 77
2023
Q3 		$7.1M Buy
33,426
+12,281
+58% +$2.72M 0.28% 37
2023
Q2 		$4.66M Sell
21,145
-60
-0.3% -$12.5K 0.19% 47
2023
Q1 		$4.33M Sell
21,205
-249
-1% -$49.8K 0.21% 46
2022
Q4 		$4.1M Buy
21,454
+2,934
+16% +$565K 0.25% 46
2022
Q3 		$3.32M Sell
18,520
-24
-0.1% -$4.78K 0.22% 47
2022
Q2 		$3.5M Buy
18,544
+2,243
+14% +$461K 0.21% 44
2022
Q1 		$3.71M Buy
16,301
+14
+0.1% +$3.15K 0.2% 47
2021
Q4 		$3.93M Hold
16,287
– – 0.23% 42
2021
Q3 		$3.62M Hold
16,287
– – 0.23% 43
2021
Q2 		$3.63M Buy
16,287
+403
+3% +$87.5K 0.22% 48
2021
Q1 		$3.28M Buy
15,884
+7,507
+90% +$1.52M 0.2% 47
2020
Q4 		$1.63M Sell
8,377
-1,806
-18% -$330K 0.1% 79
2020
Q3 		$1.73M Buy
10,183
+679
+7% +$114K 0.11% 74
2020
Q2 		$1.49M Buy
9,504
+307
+3% +$45.3K 0.11% 75
2020
Q1 		$1.19M Buy
9,197
+5,014
+120% +$775K 0.09% 90
2019
Q4 		$684K Hold
4,183
– – 0.04% 134
2019
Q3 		$632K Buy
4,183
+1,676
+67% +$253K 0.04% 139
2019
Q2 		$376K Hold
2,507
– – 0.02% 179
2019
Q1 		$363K Hold
2,507
– – 0.02% 183
2018
Q4 		$320K Buy
+2,507
New +$346K 0.02% 176
2018
Q3 		– Sell
-3,437
Closed -$483K – 226
2018
Q2 		$483K Hold
3,437
– – 0.03% 158
2018
Q1 		$466K Sell
3,437
-50
-1% -$7.01K 0.03% 169
2017
Q4 		$479K Hold
3,487
– – 0.02% 176
2017
Q3 		$452K Hold
3,487
– – 0.02% 178
2017
Q2 		$434K Hold
3,487
– – 0.02% 177
2017
Q1 		$423K Buy
3,487
+499
+17% +$59.8K 0.02% 177
2016
Q4 		$345K Hold
2,988
– – 0.02% 188
2016
Q3 		$333K Sell
2,988
-75
-2% -$8.32K 0.02% 186
2016
Q2 		$328K Sell
3,063
-198
-6% -$21K 0.02% 182
2016
Q1 		$342K Buy
+3,261
New +$323K 0.02% 187
2015
Q4 		– Sell
-2,267
Closed -$224K – 286
2015
Q3 		$224K Buy
+2,267
New +$238K 0.02% 231

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Choate Investment Advisors's VTI Position: Q1 2026 in Review

Choate Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.65% in Q1 2026, buying an estimated $366K and bringing the position to 169,996 shares worth $54.5M. The position accounts for 1.07% of the portfolio, ranked #15.

Choate Investment Advisors first reported a position in VTI in Q3 2015 and has held it in 41 quarters since. The position peaked at $56.6M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Choate Investment Advisors held 169,996 shares of Vanguard Morningstar Total Stock Market ETF worth $54.5M as of Q1 2026.
  • Choate Investment Advisors bought 1,090 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $366K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.07% of Choate Investment Advisors's portfolio in Q1 2026, its #15 holding.
  • Choate Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 41 quarters since.
  • Choate Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $56.6M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.