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VTI icon

DDFG Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DDFG Inc’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 		$371K Buy
1,002
+3
+0.3% +$1.07K 0.07% 66
2026
Q1 		$321K Buy
999
+3
+0.3% +$1.01K 0.07% 67
2025
Q4 		$334K Buy
996
+5
+0.5% +$1.66K 0.07% 63
2025
Q3 		$325K Buy
991
+1
+0.1% +$316 0.08% 64
2025
Q2 		$301K Sell
990
-19
-2% -$5.34K 0.08% 63
2025
Q1 		$277K Buy
1,009
+45
+5% +$13.1K 0.08% 61
2024
Q4 		$279K Buy
964
+6
+0.6% +$1.75K 0.08% 63
2024
Q3 		$271K Buy
958
+3
+0.3% +$818 0.08% 67
2024
Q2 		$255K Hold
955
– – 0.08% 65
2024
Q1 		$248K Buy
955
+4
+0.4% +$990 0.08% 63
2023
Q4 		$226K Buy
951
+4
+0.4% +$884 0.08% 64
2023
Q3 		$201K Buy
947
+3
+0.3% +$664 0.07% 67
2023
Q2 		$208K Buy
+944
New +$197K 0.08% 68

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 22.94% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DDFG Inc's VTI Position: Q2 2026 in Review

DDFG Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.3% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,002 shares worth $371K. The position accounts for 0.07% of the portfolio, ranked #66.

DDFG Inc first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • DDFG Inc held 1,002 shares of Vanguard Morningstar Total Stock Market ETF worth $371K as of Q2 2026.
  • DDFG Inc bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of DDFG Inc's portfolio in Q2 2026, its #66 holding.
  • DDFG Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.