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DBK Financial Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DBK Financial Counsel’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 		$2.47M Sell
6,671
-6,983
-51% -$2.5M 2.07% 15
2026
Q1 		$4.38M Sell
13,654
-320
-2% -$107K 3.32% 11
2025
Q4 		$4.69M Sell
13,974
-160
-1% -$53.2K 3.6% 8
2025
Q3 		$4.64M Sell
14,134
-7
-0% -$2.21K 3.9% 5
2025
Q2 		$4.3M Sell
14,141
-262
-2% -$73.7K 3.89% 6
2025
Q1 		$3.96M Sell
14,403
-705
-5% -$205K 3.97% 6
2024
Q4 		$4.38M Sell
15,108
-94
-0.6% -$27.4K 4.41% 6
2024
Q3 		$4.3M Sell
15,202
-479
-3% -$131K 4.35% 6
2024
Q2 		$4.19M Sell
15,681
-1,914
-11% -$495K 4.57% 6
2024
Q1 		$4.57M Buy
17,595
+2,302
+15% +$570K 4.8% 6
2023
Q4 		$3.63M Buy
15,293
+267
+2% +$59K 4.16% 7
2023
Q3 		$3.19M Buy
15,026
+159
+1% +$35.2K 4.2% 8
2023
Q2 		$3.27M Sell
14,867
-595
-4% -$124K 4.41% 8
2023
Q1 		$3.16M Sell
15,462
-822
-5% -$165K 4.38% 8
2022
Q4 		$3.11M Buy
16,284
+30
+0.2% +$5.78K 4.97% 6
2022
Q3 		$2.92M Buy
16,254
+68
+0.4% +$13.6K 5.04% 7
2022
Q2 		$3.05M Sell
16,186
-429
-3% -$88.1K 4.95% 8
2022
Q1 		$3.78M Sell
16,615
-1,565
-9% -$352K 5.58% 7
2021
Q4 		$4.39M Buy
+18,180
New +$4.29M 6.26% 7

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

DBK Financial Counsel's VTI Position: Q2 2026 in Review

DBK Financial Counsel reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 51% in Q2 2026, selling an estimated $2.5M and leaving 6,671 shares worth $2.47M. The position accounts for 2.07% of the portfolio, ranked #15.

DBK Financial Counsel first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.69M in Q4 2025. 2,657 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • DBK Financial Counsel held 6,671 shares of Vanguard Morningstar Total Stock Market ETF worth $2.47M as of Q2 2026.
  • DBK Financial Counsel sold 6,983 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.07% of DBK Financial Counsel's portfolio in Q2 2026, its #15 holding.
  • DBK Financial Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • DBK Financial Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $4.69M in Q4 2025.
  • 2,657 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DBK Financial Counsel's 13F filing for Q2 2026, filed 21 Jul 2026.