Darden Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Darden Wealth 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 Q3	$1.46M	Sell	3,896 -46	-1%	-$17.2K	0.58%	38
2026 Q2	$1.46M	Buy	3,942 +99	+3%	+$35.4K	0.58%	40
2026 Q1	$1.23M	Sell	3,843 -658	-15%	-$221K	0.63%	36
2025 Q4	$1.51M	Hold	4,501	–	–	0.73%	33
2025 Q3	$1.48M	Buy	4,501 +918	+26%	+$290K	0.77%	30
2025 Q2	$1.09M	Sell	3,583 -61	-2%	-$17.2K	0.66%	38
2025 Q1	$1M	Sell	3,644 -22	-0.6%	-$6.39K	0.78%	38
2024 Q4	$1.06M	Sell	3,666 -30	-0.8%	-$8.75K	0.72%	35
2024 Q3	$1.05M	Buy	3,696 +30	+0.8%	+$8.18K	0.75%	35
2024 Q2	$981K	Hold	3,666	–	–	0.59%	37
2024 Q1	$953K	Buy	3,666 +22	+0.6%	+$5.44K	0.75%	39
2023 Q4	$864K	Buy	+3,644	New	+$806K	0.83%	30

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Darden Wealth Group's VTI Position: Q3 2026 in Review

Darden Wealth Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q3 2026, selling an estimated $17.2K and leaving 3,896 shares worth $1.46M. The position accounts for 0.58% of the portfolio, ranked #38.

Darden Wealth Group first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q4 2025. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Darden Wealth Group held 3,896 shares of Vanguard Morningstar Total Stock Market ETF worth $1.46M as of Q3 2026.
Darden Wealth Group sold 46 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $17.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.58% of Darden Wealth Group's portfolio in Q3 2026, its #38 holding.
Darden Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
Darden Wealth Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.51M in Q4 2025.
2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Darden Wealth Group's 13F filing for Q3 2026, filed 6 Nov 2026.