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Deroy & Devereaux Private Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Deroy & Devereaux Private Investment Counsel’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 		$5.2M Sell
14,054
-7,230
-34% -$2.59M 0.22% 77
2026
Q1 		$6.83M Sell
21,284
-6,330
-23% -$2.12M 0.33% 67
2025
Q4 		$9.26M Sell
27,614
-3,555
-11% -$1.18M 0.45% 64
2025
Q3 		$10.2M Sell
31,169
-1,600
-5% -$505K 0.51% 62
2025
Q2 		$9.96M Buy
32,769
+1,340
+4% +$377K 0.54% 60
2025
Q1 		$8.64M Sell
31,429
-10,295
-25% -$2.99M 0.5% 60
2024
Q4 		$12.1M Buy
41,724
+1,230
+3% +$359K 0.69% 57
2024
Q3 		$11.5M Buy
40,494
+1,100
+3% +$300K 0.65% 56
2024
Q2 		$10.5M Buy
39,394
+2,165
+6% +$560K 0.65% 57
2024
Q1 		$9.68M Buy
37,229
+10,080
+37% +$2.49M 0.59% 58
2023
Q4 		$6.44M Buy
27,149
+1,880
+7% +$416K 0.43% 62
2023
Q3 		$5.37M Buy
25,269
+920
+4% +$204K 0.39% 62
2023
Q2 		$5.36M Buy
24,349
+458
+2% +$95.5K 0.37% 60
2023
Q1 		$4.88M Sell
23,891
-515
-2% -$103K 0.37% 61
2022
Q4 		$4.67M Buy
24,406
+3,440
+16% +$663K 0.36% 61
2022
Q3 		$3.76M Buy
20,966
+1,860
+10% +$371K 0.33% 64
2022
Q2 		$3.6M Buy
19,106
+160
+0.8% +$32.9K 0.3% 66
2022
Q1 		$4.31M Buy
18,946
+695
+4% +$156K 0.31% 64
2021
Q4 		$4.41M Buy
18,251
+3,615
+25% +$853K 0.32% 62
2021
Q3 		$3.25M Buy
14,636
+733
+5% +$167K 0.25% 67
2021
Q2 		$3.1M Buy
13,903
+665
+5% +$144K 0.23% 74
2021
Q1 		$2.74M Sell
13,238
-14,685
-53% -$2.97M 0.22% 76
2020
Q4 		$5.43M Buy
27,923
+1,910
+7% +$349K 0.48% 56
2020
Q3 		$4.43M Buy
26,013
+18,055
+227% +$3.04M 0.46% 56
2020
Q2 		$1.25M Buy
7,958
+868
+12% +$128K 0.14% 87
2020
Q1 		$914K Buy
7,090
+370
+6% +$57.2K 0.12% 88
2019
Q4 		$1.1M Buy
6,720
+1,770
+36% +$277K 0.1% 85
2019
Q3 		$747K Buy
+4,950
New +$746K 0.07% 94

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's VTI Position: Q2 2026 in Review

Deroy & Devereaux Private Investment Counsel reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 34% in Q2 2026, selling an estimated $2.59M and leaving 14,054 shares worth $5.2M. The position accounts for 0.22% of the portfolio, ranked #77.

Deroy & Devereaux Private Investment Counsel first reported a position in VTI in Q3 2019 and has held it in 28 quarters since. The position peaked at $12.1M in Q4 2024. 2,904 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Deroy & Devereaux Private Investment Counsel held 14,054 shares of Vanguard Morningstar Total Stock Market ETF worth $5.2M as of Q2 2026.
  • Deroy & Devereaux Private Investment Counsel sold 7,230 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.59M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of Deroy & Devereaux Private Investment Counsel's portfolio in Q2 2026, its #77 holding.
  • Deroy & Devereaux Private Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
  • Deroy & Devereaux Private Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $12.1M in Q4 2024.
  • 2,904 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.