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Delta Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Delta Investment Management’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
Q1 		$1.06M Buy
3,309
+871
+36% +$292K 0.19% 89
2025
Q4 		$817K Buy
2,438
+546
+29% +$182K 0.14% 117
2025
Q3 		$621K Buy
1,892
+6
+0.3% +$1.9K 0.11% 125
2025
Q2 		$573K Sell
1,886
-38
-2% -$10.7K 0.11% 122
2025
Q1 		$529K Buy
1,924
+456
+31% +$132K 0.11% 114
2024
Q4 		$426K Buy
1,468
+334
+29% +$97.5K 0.08% 148
2024
Q3 		$321K Buy
+1,134
New +$309K 0.07% 178
2020
Q3 		– Sell
-1,759
Closed -$275K – 162
2020
Q2 		$275K Buy
+1,759
New +$259K 0.11% 113
2019
Q2 		– Sell
-1,635
Closed -$236K – 136
2019
Q1 		$236K Buy
+1,635
New +$228K 0.21% 49

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Delta Investment Management's VTI Position: Q1 2026 in Review

Delta Investment Management increased its Vanguard Total Stock Market ETF (VTI) stake by 36% in Q1 2026, buying an estimated $292K and bringing the position to 3,309 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #89.

Delta Investment Management first reported a position in VTI in Q1 2019 and has held it in 9 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Delta Investment Management held 3,309 shares of Vanguard Total Stock Market ETF worth $1.06M as of Q1 2026.
  • Delta Investment Management bought 871 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $292K.
  • Vanguard Total Stock Market ETF made up 0.19% of Delta Investment Management's portfolio in Q1 2026, its #89 holding.
  • Delta Investment Management first reported a position in Vanguard Total Stock Market ETF in Q1 2019 and has held it in 9 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.