Diversified Investment Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Diversified Investment Strategies’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	$451K	Hold	1,220	–	–	0.29%	41
2026 Q1	$391K	Hold	1,220	–	–	0.25%	41
2025 Q4	$409K	Hold	1,220	–	–	0.27%	39
2025 Q3	$400K	Hold	1,220	–	–	0.26%	41
2025 Q2	$371K	Hold	1,220	–	–	0.25%	42
2025 Q1	$335K	Hold	1,220	–	–	0.23%	42
2024 Q4	$354K	Hold	1,220	–	–	0.23%	42
2024 Q3	$345K	Hold	1,220	–	–	0.23%	43
2024 Q2	$326K	Hold	1,220	–	–	0.23%	42
2024 Q1	$317K	Hold	1,220	–	–	0.21%	43
2023 Q4	$289K	Hold	1,220	–	–	0.21%	39
2023 Q3	$259K	Hold	1,220	–	–	0.2%	42
2023 Q2	$269K	Hold	1,220	–	–	0.2%	42
2023 Q1	$249K	Hold	1,220	–	–	0.18%	43
2022 Q4	$233K	Hold	1,220	–	–	0.18%	41
2022 Q3	$219K	Hold	1,220	–	–	0.18%	40
2022 Q2	$230K	Hold	1,220	–	–	0.19%	36
2022 Q1	$278K	Hold	1,220	–	–	0.19%	33
2021 Q4	$295K	Hold	1,220	–	–	0.21%	34
2021 Q3	$271K	Hold	1,220	–	–	0.2%	36
2021 Q2	$272K	Hold	1,220	–	–	0.2%	35
2021 Q1	$252K	Hold	1,220	–	–	0.2%	38
2020 Q4	$242K	Hold	1,220	–	–	0.19%	36
2020 Q3	$208K	Buy	+1,220	New	+$205K	0.22%	35

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

Diversified Investment Strategies's VTI Position: Q2 2026 in Review

Diversified Investment Strategies held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,220 shares worth $451K. The position accounts for 0.29% of the portfolio, ranked #41.

Diversified Investment Strategies first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Diversified Investment Strategies held 1,220 shares of Vanguard Morningstar Total Stock Market ETF worth $451K as of Q2 2026.
Diversified Investment Strategies left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.29% of Diversified Investment Strategies's portfolio in Q2 2026, its #41 holding.
Diversified Investment Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.