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

Davidson 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	$1.5M	Hold	4,052	–	–	0.06%	87
2026 Q1	$1.3M	Sell	4,052 -530	-12%	-$178K	0.06%	90
2025 Q4	$1.54M	Sell	4,582 -90	-2%	-$29.9K	0.06%	89
2025 Q3	$1.53M	Hold	4,672	–	–	0.07%	88
2025 Q2	$1.42M	Hold	4,672	–	–	0.06%	87
2025 Q1	$1.28M	Buy	4,672 +854	+22%	+$248K	0.06%	87
2024 Q4	$1.11M	Hold	3,818	–	–	0.05%	86
2024 Q3	$1.08M	Hold	3,818	–	–	0.05%	86
2024 Q2	$1.02M	Hold	3,818	–	–	0.05%	86
2024 Q1	$992K	Sell	3,818 -2,086	-35%	-$516K	0.05%	87
2023 Q4	$1.4M	Hold	5,904	–	–	0.08%	86
2023 Q3	$1.25M	Hold	5,904	–	–	0.08%	86
2023 Q2	$1.3M	Buy	5,904 +2,086	+55%	+$435K	0.08%	85
2023 Q1	$779K	Hold	3,818	–	–	0.05%	88
2022 Q4	$730K	Buy	+3,818	New	+$736K	0.06%	79

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

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

Davidson Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 4,052 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #87.

Davidson Investment Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.54M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Davidson Investment Advisors held 4,052 shares of Vanguard Morningstar Total Stock Market ETF worth $1.5M as of Q2 2026.
Davidson Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.06% of Davidson Investment Advisors's portfolio in Q2 2026, its #87 holding.
Davidson Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
Davidson Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.54M in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Davidson Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.