D.L. Carlson Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

D.L. Carlson 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	$920K	Buy	2,485 +106	+4%	+$37.9K	0.15%	90
2026 Q1	$763K	Buy	2,379 +30	+1%	+$10.1K	0.13%	91
2025 Q4	$788K	Sell	2,349 -177	-7%	-$58.9K	0.13%	92
2025 Q3	$829K	Buy	2,526 +1,540	+156%	+$486K	0.14%	94
2025 Q2	$300K	Hold	986	–	–	0.05%	118
2025 Q1	$271K	Buy	986 +4	+0.4%	+$1.16K	0.05%	131
2024 Q4	$285K	Sell	982 -34	-3%	-$9.92K	0.05%	133
2024 Q3	$288K	Buy	+1,016	New	+$277K	0.05%	135

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

D.L. Carlson Investment Group's VTI Position: Q2 2026 in Review

D.L. Carlson Investment Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.5% in Q2 2026, buying an estimated $37.9K and bringing the position to 2,485 shares worth $920K. The position accounts for 0.15% of the portfolio, ranked #90.

D.L. Carlson Investment Group first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

D.L. Carlson Investment Group held 2,485 shares of Vanguard Morningstar Total Stock Market ETF worth $920K as of Q2 2026.
D.L. Carlson Investment Group bought 106 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $37.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.15% of D.L. Carlson Investment Group's portfolio in Q2 2026, its #90 holding.
D.L. Carlson Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q2 2026, filed 11 Aug 2026.