DeDora Capital
VTI icon

DeDora Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DeDora Capital’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 		$183K Buy
+489
New +$183K 0.04% 123
2022
Q2 		– Sell
-65
Closed -$15K – 384
2022
Q1 		$15K Buy
+65
New +$14.6K 0.01% 268
2020
Q1 		– Sell
-74
Closed -$12K – 121
2019
Q4 		$12K Buy
+74
New +$11.6K 0.01% 109

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

DeDora Capital's VTI Position: Q3 2026 in Review

DeDora Capital opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026: 489 shares worth $183K. The stake represents 0.04% of the portfolio and ranks #123 among its holdings. This is a return to the name: DeDora Capital previously reported a position in VTI as recently as Q1 2022.

DeDora Capital first reported a position in VTI in Q4 2019 and has held it in 3 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • DeDora Capital held 489 shares of Vanguard Morningstar Total Stock Market ETF worth $183K as of Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new DeDora Capital position in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of DeDora Capital's portfolio in Q3 2026, its #123 holding.
  • DeDora Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 3 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on DeDora Capital's 13F filing for Q3 2026, filed 26 Oct 2026.