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DB&C Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DB&C 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 		$513K Sell
1,388
-226
-14% -$80.8K 0.56% 41
2026
Q1 		$518K Sell
1,614
-4
-0.2% -$1.34K 0.67% 38
2025
Q4 		$542K Buy
+1,618
New +$538K 0.68% 39

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

DB&C Advisors's VTI Position: Q2 2026 in Review

DB&C Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $80.8K and leaving 1,388 shares worth $513K. The position accounts for 0.56% of the portfolio, ranked #41.

DB&C Advisors first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 3,673 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • DB&C Advisors held 1,388 shares of Vanguard Morningstar Total Stock Market ETF worth $513K as of Q2 2026.
  • DB&C Advisors sold 226 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $80.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.56% of DB&C Advisors's portfolio in Q2 2026, its #41 holding.
  • DB&C Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • DB&C Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $542K in Q4 2025.
  • 3,673 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DB&C Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.