Delta Investment Management’s Vanguard Morningstar 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 Q2	$1.24M	Buy	3,348 +39	+1%	+$13.9K	0.2%	92
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Delta Investment Management's VTI Position: Q2 2026 in Review

Delta Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, buying an estimated $13.9K and bringing the position to 3,348 shares worth $1.24M. The position accounts for 0.2% of the portfolio, ranked #92.

Delta Investment Management first reported a position in VTI in Q1 2019 and has held it in 10 quarters since. 3,695 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Delta Investment Management held 3,348 shares of Vanguard Morningstar Total Stock Market ETF worth $1.24M as of Q2 2026.
Delta Investment Management bought 39 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of Delta Investment Management's portfolio in Q2 2026, its #92 holding.
Delta Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 10 quarters since.
3,695 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.