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 Q3	$376K	Buy	1,005 +3	+0.3%	+$1.12K	0.07%	67
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

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

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

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

DDFG Inc's VTI Position: Q3 2026 in Review

DDFG Inc increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.3% in Q3 2026, buying an estimated $1.12K and bringing the position to 1,005 shares worth $376K. The position accounts for 0.07% of the portfolio, ranked #67.

DDFG Inc first reported a position in VTI in Q2 2023 and has held it in 14 quarters since. 1,981 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

DDFG Inc held 1,005 shares of Vanguard Morningstar Total Stock Market ETF worth $376K as of Q3 2026.
DDFG Inc bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.12K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of DDFG Inc's portfolio in Q3 2026, its #67 holding.
DDFG Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 14 quarters since.
1,981 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.