Dakota Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $27.8M | Buy |
75,191
+1,765
| +2% | +$631K | 0.53% | 43 |
|
|
2026
Q1 | $23.6M | Buy |
73,426
+3,576
| +5% | +$1.2M | 0.51% | 51 |
|
|
2025
Q4 | $23.4M | Buy |
69,850
+16,066
| +30% | +$5.34M | 0.42% | 51 |
|
|
2025
Q3 | $17.7M | Buy |
53,784
+1,235
| +2% | +$390K | 0.36% | 56 |
|
|
2025
Q2 | $16M | Buy |
52,549
+1,497
| +3% | +$421K | 0.34% | 59 |
|
|
2025
Q1 | $14M | Sell |
51,052
-164
| -0.3% | -$47.6K | 0.33% | 61 |
|
|
2024
Q4 | $14.8M | Buy |
51,216
+193
| +0.4% | +$56.3K | 0.34% | 60 |
|
|
2024
Q3 | $14.4M | Buy |
51,023
+1,584
| +3% | +$432K | 0.33% | 70 |
|
|
2024
Q2 | $13.2M | Sell |
49,439
-2,176
| -4% | -$563K | 0.31% | 70 |
|
|
2024
Q1 | $13.4M | Buy |
51,615
+3,461
| +7% | +$856K | 0.33% | 68 |
|
|
2023
Q4 | $11.4M | Buy |
48,154
+3,958
| +9% | +$875K | 0.44% | 58 |
|
|
2023
Q3 | $9.39M | Sell |
44,196
-667
| -1% | -$148K | 0.41% | 71 |
|
|
2023
Q2 | $9.88M | Buy |
44,863
+31,321
| +231% | +$6.53M | 0.47% | 59 |
|
|
2023
Q1 | $2.76M | Sell |
13,542
-606
| -4% | -$121K | 0.18% | 129 |
|
|
2022
Q4 | $2.7M | Sell |
14,148
-601
| -4% | -$116K | 0.19% | 124 |
|
|
2022
Q3 | $2.65M | Sell |
14,749
-68
| -0.5% | -$13.6K | 0.21% | 117 |
|
|
2022
Q2 | $2.79M | Buy |
14,817
+1,615
| +12% | +$332K | 0.26% | 106 |
|
|
2022
Q1 | $3.01M | Buy |
13,202
+97
| +0.7% | +$21.8K | 0.24% | 112 |
|
|
2021
Q4 | $3.16M | Buy |
13,105
+2,139
| +20% | +$505K | 0.33% | 81 |
|
|
2021
Q3 | $2.44M | Sell |
10,966
-164
| -1% | -$37.4K | 0.28% | 99 |
|
|
2021
Q2 | $2.48M | Sell |
11,130
-114
| -1% | -$24.7K | 0.3% | 94 |
|
|
2021
Q1 | $2.32M | Sell |
11,244
-121
| -1% | -$24.5K | 0.31% | 92 |
|
|
2020
Q4 | $2.21M | Sell |
11,365
-616
| -5% | -$113K | 0.29% | 93 |
|
|
2020
Q3 | $2.04M | Sell |
11,981
-1,791
| -13% | -$301K | 0.32% | 85 |
|
|
2020
Q2 | $2.16M | Sell |
13,772
-4,007
| -23% | -$591K | 0.37% | 73 |
|
|
2020
Q1 | $2.29M | Sell |
17,779
-694
| -4% | -$107K | 0.5% | 56 |
|
|
2019
Q4 | $3.02M | Sell |
18,473
-85
| -0.5% | -$13.3K | 0.48% | 59 |
|
|
2019
Q3 | $2.8M | Buy |
18,558
+779
| +4% | +$117K | 0.48% | 56 |
|
|
2019
Q2 | $2.67M | Sell |
17,779
-3,504
| -16% | -$516K | 0.51% | 55 |
|
|
2019
Q1 | $3.08M | Sell |
21,283
-98
| -0.5% | -$13.7K | 0.61% | 42 |
|
|
2018
Q4 | $2.77M | Buy |
21,381
+1,586
| +8% | +$219K | 0.63% | 42 |
|
|
2018
Q3 | $2.96M | Buy |
19,795
+2,720
| +16% | +$400K | 0.67% | 41 |
|
|
2018
Q2 | $2.4M | Buy |
+17,075
| New | +$2.38M | 0.67% | 40 |
|
Other funds holding VTI
RIM
WI
Dakota Wealth Management's VTI Position: Q2 2026 in Review
Dakota Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, buying an estimated $631K and bringing the position to 75,191 shares worth $27.8M. The position accounts for 0.53% of the portfolio, ranked #43.
Dakota Wealth Management first reported a position in VTI in Q2 2018 and has held it in 33 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Dakota Wealth Management held 75,191 shares of Vanguard Morningstar Total Stock Market ETF worth $27.8M as of Q2 2026.
- Dakota Wealth Management bought 1,765 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $631K.
- Vanguard Morningstar Total Stock Market ETF made up 0.53% of Dakota Wealth Management's portfolio in Q2 2026, its #43 holding.
- Dakota Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2018 and has held it in 33 quarters since.
- 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.