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DAGCO Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DAGCO Inc’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
Q3 		$3.72M Sell
9,943
-51
-0.5% -$19.1K 0.65% 30
2026
Q2 		$3.7M Hold
9,994
– – 0.68% 29
2026
Q1 		$3.21M Hold
9,994
– – 0.7% 27
2025
Q4 		$3.35M Buy
9,994
+134
+1% +$44.6K 0.77% 25
2025
Q3 		$3.24M Hold
9,860
– – 0.81% 25
2025
Q2 		$3M Sell
9,860
-18
-0.2% -$5.06K 0.84% 25
2025
Q1 		$2.71M Buy
9,878
+63
+0.6% +$18.3K 0.88% 23
2024
Q4 		$2.84M Buy
9,815
+9,665
+6,443% +$2.82M 0.94% 24
2024
Q3 		$42.5K Sell
150
-50
-25% -$13.6K 0.02% 135
2024
Q2 		$53.5K Hold
200
– – 0.02% 125
2024
Q1 		$52K Buy
+200
New +$49.5K 0.02% 122

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

DAGCO Inc's VTI Position: Q3 2026 in Review

DAGCO Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.51% in Q3 2026, selling an estimated $19.1K and leaving 9,943 shares worth $3.72M. The position accounts for 0.65% of the portfolio, ranked #30.

DAGCO Inc first reported a position in VTI in Q1 2024 and has held it in 11 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • DAGCO Inc held 9,943 shares of Vanguard Morningstar Total Stock Market ETF worth $3.72M as of Q3 2026.
  • DAGCO Inc sold 51 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $19.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.65% of DAGCO Inc's portfolio in Q3 2026, its #30 holding.
  • DAGCO Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on DAGCO Inc's 13F filing for Q3 2026, filed 20 Oct 2026.