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 Q3	$874K	Buy	2,336 +26	+1%	+$9.7K	0.05%	103
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

DDD Partners's VTI Position: Q3 2026 in Review

DDD Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.1% in Q3 2026, buying an estimated $9.7K and bringing the position to 2,336 shares worth $874K. The position accounts for 0.05% of the portfolio, ranked #103.

DDD Partners first reported a position in VTI in Q1 2021 and has held it in 10 quarters since. 2,356 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

DDD Partners held 2,336 shares of Vanguard Morningstar Total Stock Market ETF worth $874K as of Q3 2026.
DDD Partners bought 26 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $9.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of DDD Partners's portfolio in Q3 2026, its #103 holding.
DDD Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 10 quarters since.
2,356 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on DDD Partners's 13F filing for Q3 2026, filed 2 Nov 2026.