DGS Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DGS Capital 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	$1.2M	Buy	3,754 +384	+11%	+$129K	0.2%	97
2025 Q4	$1.13M	Buy	3,370 +146	+5%	+$48.6K	0.19%	103
2025 Q3	$1.06M	Sell	3,224 -128	-4%	-$40.4K	0.19%	103
2025 Q2	$1.02M	Buy	3,352 +1,433	+75%	+$403K	0.21%	89
2025 Q1	$527K	Sell	1,919 -851	-31%	-$247K	0.14%	157
2024 Q4	$803K	Buy	2,770 +732	+36%	+$214K	0.2%	100
2024 Q3	$577K	Buy	2,038 +104	+5%	+$28.4K	0.16%	138
2024 Q2	$517K	Buy	1,934 +559	+41%	+$145K	0.15%	134
2024 Q1	$357K	Buy	+1,375	New	+$340K	0.1%	183

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

DGS Capital Management's VTI Position: Q1 2026 in Review

DGS Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q1 2026, buying an estimated $129K and bringing the position to 3,754 shares worth $1.2M. The position accounts for 0.2% of the portfolio, ranked #97.

DGS Capital Management first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. 3,574 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

DGS Capital Management held 3,754 shares of Vanguard Morningstar Total Stock Market ETF worth $1.2M as of Q1 2026.
DGS Capital Management bought 384 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $129K.
Vanguard Morningstar Total Stock Market ETF made up 0.2% of DGS Capital Management's portfolio in Q1 2026, its #97 holding.
DGS Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
3,574 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.