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

DDD 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	$855K	Buy	2,310 +34	+1%	+$12.2K	0.05%	82
2026 Q1	$730K	Buy	2,276 +109	+5%	+$36.6K	0.05%	80
2025 Q4	$726K	Buy	2,167 +246	+13%	+$81.8K	0.05%	82
2025 Q3	$630K	Buy	1,921 +38	+2%	+$12K	0.04%	86
2025 Q2	$572K	Buy	1,883 +1,079	+134%	+$303K	0.06%	77
2025 Q1	$221K	Sell	804 -6	-0.7%	-$1.74K	0.03%	96
2024 Q4	$235K	Buy	810 +11	+1%	+$3.21K	0.03%	90
2024 Q3	$226K	Buy	+799	New	+$218K	0.02%	97
2021 Q2	–	Sell	-1,232	Closed	-$255K	–	63
2021 Q1	$255K	Buy	+1,232	New	+$249K	0.04%	61

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

DDD Partners's VTI Position: Q2 2026 in Review

DDD Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, buying an estimated $12.2K and bringing the position to 2,310 shares worth $855K. The position accounts for 0.05% of the portfolio, ranked #82.

DDD Partners first reported a position in VTI in Q1 2021 and has held it in 9 quarters since. 3,692 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

DDD Partners held 2,310 shares of Vanguard Morningstar Total Stock Market ETF worth $855K as of Q2 2026.
DDD Partners bought 34 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of DDD Partners's portfolio in Q2 2026, its #82 holding.
DDD Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 9 quarters since.
3,692 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DDD Partners's 13F filing for Q2 2026, filed 5 Aug 2026.