DG
VTI icon

DMC Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

DMC Group’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
2024
Q2 		– Sell
-1,304
Closed -$339K – 127
2024
Q1 		$339K Hold
1,304
– – 0.29% 97
2023
Q4 		$309K Hold
1,304
– – 0.29% 98
2023
Q3 		$277K Sell
1,304
-75
-5% -$16.6K 0.26% 96
2023
Q2 		$304K Sell
1,379
-269
-16% -$56.1K 0.3% 96
2023
Q1 		$337K Hold
1,648
– – 0.34% 89
2022
Q4 		$314K Hold
1,648
– – 0.35% 83
2022
Q3 		$303K Hold
1,648
– – 0.37% 77
2022
Q2 		$314K Sell
1,648
-300
-15% -$61.6K 0.37% 78
2022
Q1 		$417K Sell
1,948
-14
-0.7% -$3.15K 0.47% 61
2021
Q4 		$425K Buy
+1,962
New +$463K 0.37% 79

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DMC Group's VTI Position: Q2 2024 in Review

DMC Group sold out of Vanguard Total Stock Market ETF (VTI) in Q2 2024, closing a stake of 1,304 shares — an estimated $339K sold.

DMC Group first reported a position in VTI in Q4 2021 and held it in 10 quarters. The position peaked at $425K in Q4 2021. 2,775 funds tracked by Wall St. Rank hold VTI as of Q2 2024.

  • DMC Group reported no remaining Vanguard Total Stock Market ETF position as of Q2 2024 after selling out during the quarter.
  • DMC Group sold 1,304 Vanguard Total Stock Market ETF shares in Q2 2024, an estimated $339K.
  • DMC Group first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and held it in 10 quarters.
  • DMC Group's Vanguard Total Stock Market ETF position peaked at $425K in Q4 2021.
  • 2,775 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2024.

Based on DMC Group's 13F filing for Q2 2024, filed 16 Jul 2024.