Daymark Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Daymark Wealth Partners’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	$6.97M	Buy	18,828 +7,560	+67%	+$2.7M	0.17%	108
2026 Q1	$3.61M	Buy	11,268 +1,873	+20%	+$628K	0.11%	149
2025 Q4	$3.15M	Buy	9,395 +137	+1%	+$45.6K	0.1%	154
2025 Q3	$3.04M	Buy	9,258 +110	+1%	+$34.7K	0.1%	157
2025 Q2	$2.78M	Sell	9,148 -505	-5%	-$142K	0.11%	159
2025 Q1	$2.65M	Sell	9,653 -1,362	-12%	-$396K	0.11%	143
2024 Q4	$3.19M	Buy	11,015 +3,167	+40%	+$924K	0.13%	122
2024 Q3	$2.22M	Buy	7,848 +4,396	+127%	+$1.2M	0.09%	159
2024 Q2	$923K	Buy	3,452 +869	+34%	+$225K	0.04%	243
2024 Q1	$671K	Buy	2,583 +64	+3%	+$15.8K	0.04%	243
2023 Q4	$598K	Hold	2,519	–	–	0.04%	241
2023 Q3	$535K	Buy	2,519 +1,259	+100%	+$279K	0.04%	231
2023 Q2	$278K	Buy	+1,260	New	+$263K	0.02%	307

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

Daymark Wealth Partners's VTI Position: Q2 2026 in Review

Daymark Wealth Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 67% in Q2 2026, buying an estimated $2.7M and bringing the position to 18,828 shares worth $6.97M. The position accounts for 0.17% of the portfolio, ranked #108.

Daymark Wealth Partners first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Daymark Wealth Partners held 18,828 shares of Vanguard Morningstar Total Stock Market ETF worth $6.97M as of Q2 2026.
Daymark Wealth Partners bought 7,560 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.7M.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of Daymark Wealth Partners's portfolio in Q2 2026, its #108 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.