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

Dana 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
Q2 		$1.24M Buy
3,358
+2,105
+168% +$753K 0.03% 395
2026
Q1 		$402K Sell
1,253
-37
-3% -$12.4K 0.01% 486
2025
Q4 		$432K Buy
1,290
+37
+3% +$12.3K 0.01% 476
2025
Q3 		$411K Buy
1,253
+64
+5% +$20.2K 0.01% 481
2025
Q2 		$361K Hold
1,189
– – 0.01% 482
2025
Q1 		$327K Buy
1,189
+105
+10% +$30.5K 0.01% 493
2024
Q4 		$314K Buy
1,084
+89
+9% +$26K 0.01% 496
2024
Q3 		$282K Hold
995
– – 0.01% 498
2024
Q2 		$266K Sell
995
-4
-0.4% -$1.03K 0.01% 492
2024
Q1 		$260K Buy
999
+40
+4% +$9.9K 0.01% 499
2023
Q4 		$227K Buy
+959
New +$212K 0.01% 401
2023
Q1 		– Sell
-3,262
Closed -$624K – 424
2022
Q4 		$624K Buy
3,262
+261
+9% +$50.3K 0.03% 290
2022
Q3 		$539K Buy
3,001
+1,549
+107% +$309K 0.03% 291
2022
Q2 		$274K Buy
+1,452
New +$298K 0.01% 376
2020
Q1 		– Sell
-1,975
Closed -$323K – 319
2019
Q4 		$323K Hold
1,975
– – 0.02% 255
2019
Q3 		$298K Sell
1,975
-420
-18% -$63.3K 0.02% 238
2019
Q2 		$359K Buy
+2,395
New +$353K 0.02% 234

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

Dana Investment Advisors's VTI Position: Q2 2026 in Review

Dana Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 168% in Q2 2026, buying an estimated $753K and bringing the position to 3,358 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #395.

Dana Investment Advisors first reported a position in VTI in Q2 2019 and has held it in 17 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Dana Investment Advisors held 3,358 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q2 2026.
  • Dana Investment Advisors bought 2,105 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $753K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Dana Investment Advisors's portfolio in Q2 2026, its #395 holding.
  • Dana Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2019 and has held it in 17 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.