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DLK Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DLK Investment 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
Q3 		– Sell
-880
Closed -$235K – 126
2026
Q2 		$235K Buy
+880
New +$315K 0.1% 73
2024
Q4 		– Sell
-791
Closed -$224K – 112
2024
Q3 		$224K Sell
791
-89
-10% -$24.3K 0.09% 84
2024
Q2 		$235K Hold
880
– – 0.1% 75
2024
Q1 		$229K Hold
880
– – 0.1% 75
2023
Q4 		$209K Buy
+880
New +$195K 0.1% 74

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

DLK Investment Management's VTI Position: Q3 2026 in Review

DLK Investment Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2026, closing a stake of 880 shares — an estimated $235K sold.

DLK Investment Management first reported a position in VTI in Q4 2023 and held it in 5 quarters. The position peaked at $235K in Q2 2026. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • DLK Investment Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2026 after selling out during the quarter.
  • DLK Investment Management sold 880 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $235K.
  • DLK Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and held it in 5 quarters.
  • DLK Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $235K in Q2 2026.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.