DWP
VTI icon

Destiny Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Destiny Wealth Partners’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 		$598K Sell
1,624
-129
-7% -$46.1K 0.08% 85
2026
Q1 		$562K Buy
1,753
+13
+0.7% +$4.36K 0.06% 132
2025
Q4 		$595K Sell
1,740
-129
-7% -$42.9K 0.07% 116
2025
Q3 		$613K Buy
1,869
+1
+0.1% +$316 0.08% 114
2025
Q2 		$568K Sell
1,868
-255
-12% -$71.7K 0.08% 113
2025
Q1 		$583K Buy
2,123
+1
+0% +$291 0.09% 101
2024
Q4 		$615K Buy
2,122
+652
+44% +$190K 0.1% 100
2024
Q3 		$416K Sell
1,470
-318
-18% -$86.7K 0.07% 112
2024
Q2 		$478K Hold
1,788
– – 0.09% 102
2024
Q1 		$465K Sell
1,788
-81
-4% -$20K 0.08% 98
2023
Q4 		$435K Sell
1,869
-339
-15% -$74.9K 0.08% 103
2023
Q3 		$469K Hold
2,208
– – 0.09% 101
2023
Q2 		$498K Buy
2,208
+251
+13% +$52.4K 0.1% 100
2023
Q1 		$399K Hold
1,957
– – 0.08% 106
2022
Q4 		$374K Sell
1,957
-968
-33% -$187K 0.08% 114
2022
Q3 		$525K Hold
2,925
– – 0.12% 92
2022
Q2 		$552K Hold
2,925
– – 0.12% 89
2022
Q1 		$666K Hold
2,925
– – 0.13% 88
2021
Q4 		$706K Hold
2,925
– – 0.14% 93
2021
Q3 		$650K Hold
2,925
– – 0.13% 95
2021
Q2 		$652K Buy
2,925
+4
+0.1% +$868 0.12% 105
2021
Q1 		$604K Hold
2,921
– – 0.13% 92
2020
Q4 		$569K Buy
+2,921
New +$534K 0.12% 96

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Destiny Wealth Partners's VTI Position: Q2 2026 in Review

Destiny Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.4% in Q2 2026, selling an estimated $46.1K and leaving 1,624 shares worth $598K. The position accounts for 0.08% of the portfolio, ranked #85.

Destiny Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $706K in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Destiny Wealth Partners held 1,624 shares of Vanguard Morningstar Total Stock Market ETF worth $598K as of Q2 2026.
  • Destiny Wealth Partners sold 129 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $46.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.08% of Destiny Wealth Partners's portfolio in Q2 2026, its #85 holding.
  • Destiny Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $706K in Q4 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.