DHJJ Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DHJJ Financial Advisors’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	$459K	Sell	1,240 -8	-0.6%	-$2.86K	0.13%	120
2026 Q1	$400K	Buy	1,248 +465	+59%	+$156K	0.13%	122
2025 Q4	$262K	Buy	783 +8	+1%	+$2.66K	0.09%	163
2025 Q3	$254K	Hold	775	–	–	0.09%	156
2025 Q2	$235K	Buy	775 +261	+51%	+$73.4K	0.09%	157
2025 Q1	$141K	Sell	514 -31	-6%	-$9.01K	0.06%	185
2024 Q4	$158K	Buy	545 +1	+0.2%	+$292	0.06%	176
2024 Q3	$154K	Hold	544	–	–	0.06%	170
2024 Q2	$146K	Buy	544 +100	+23%	+$25.9K	0.06%	168
2024 Q1	$115K	Sell	444 -45	-9%	-$11.1K	0.05%	187
2023 Q4	$116K	Hold	489	–	–	0.05%	181
2023 Q3	$104K	Buy	+489	New	+$108K	0.05%	178

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

DHJJ Financial Advisors's VTI Position: Q2 2026 in Review

DHJJ Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.64% in Q2 2026, selling an estimated $2.86K and leaving 1,240 shares worth $459K. The position accounts for 0.13% of the portfolio, ranked #120.

DHJJ Financial Advisors first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

DHJJ Financial Advisors held 1,240 shares of Vanguard Morningstar Total Stock Market ETF worth $459K as of Q2 2026.
DHJJ Financial Advisors sold 8 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.86K.
Vanguard Morningstar Total Stock Market ETF made up 0.13% of DHJJ Financial Advisors's portfolio in Q2 2026, its #120 holding.
DHJJ Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.