DMC Group’s Vanguard Morningstar 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
2026 Q2	$794K	Buy	+2,147	New	+$768K	0.54%	56
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

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

DMC Group's VTI Position: Q2 2026 in Review

DMC Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,147 shares worth $794K. The stake represents 0.54% of the portfolio and ranks #56 among its holdings. This is a return to the name: DMC Group previously reported a position in VTI as recently as Q1 2024.

DMC Group first reported a position in VTI in Q4 2021 and has held it in 11 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

DMC Group held 2,147 shares of Vanguard Morningstar Total Stock Market ETF worth $794K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new DMC Group position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.54% of DMC Group's portfolio in Q2 2026, its #56 holding.
DMC Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 11 quarters since.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DMC Group's 13F filing for Q2 2026, filed 28 Jul 2026.