Delta Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Delta Financial Group’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
2025 Q1	$1.12M	Buy	3,936 +278	+8%	+$80.8K	0.26%	69
2024 Q4	$1.06M	Buy	+3,658	New	+$1.07M	0.25%	71
2024 Q2	–	Sell	-2,737	Closed	-$711K	–	237
2024 Q1	$711K	Buy	2,737 +17	+0.6%	+$4.21K	0.21%	90
2023 Q4	$645K	Buy	2,720 +12	+0.4%	+$2.65K	0.2%	91
2023 Q3	$575K	Buy	+2,708	New	+$599K	0.2%	91
2023 Q2	–	Sell	-1,595	Closed	-$326K	–	192
2023 Q1	$326K	Buy	1,595 +471	+42%	+$94.3K	0.13%	119
2022 Q4	$214K	Buy	+1,124	New	+$217K	0.09%	156

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Delta Financial Group's VTI Position: Q1 2025 in Review

Delta Financial Group increased its Vanguard Total Stock Market ETF (VTI) stake by 7.6% in Q1 2025, buying an estimated $80.8K and bringing the position to 3,936 shares worth $1.12M. The position accounts for 0.26% of the portfolio, ranked #69.

Delta Financial Group first reported a position in VTI in Q4 2022 and has held it in 7 quarters since. 3,154 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Delta Financial Group held 3,936 shares of Vanguard Total Stock Market ETF worth $1.12M as of Q1 2025.
Delta Financial Group bought 278 Vanguard Total Stock Market ETF shares in Q1 2025, an estimated $80.8K.
Vanguard Total Stock Market ETF made up 0.26% of Delta Financial Group's portfolio in Q1 2025, its #69 holding.
Delta Financial Group first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 7 quarters since.
3,154 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.