DW
VTI icon

Domani Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Domani Wealth’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
2023
Q1 		$1.79M Buy
8,760
+330
+4% +$66.1K 0.41% 36
2022
Q4 		$1.61M Sell
8,430
-1,338
-14% -$258K 0.4% 36
2022
Q3 		$1.75M Hold
9,768
– – 0.51% 27
2022
Q2 		$1.84M Sell
9,768
-22
-0.2% -$4.52K 0.5% 28
2022
Q1 		$2.23M Hold
9,790
– – 0.48% 32
2021
Q4 		$2.36M Sell
9,790
-7
-0.1% -$1.65K 0.46% 31
2021
Q3 		$2.18M Sell
9,797
-259
-3% -$59.1K 0.46% 32
2021
Q2 		$2.24M Sell
10,056
-53
-0.5% -$11.5K 0.45% 31
2021
Q1 		$2.09M Sell
10,109
-421
-4% -$85.2K 0.4% 31
2020
Q4 		$2.05M Hold
10,530
– – 0.42% 31
2020
Q3 		$1.79M Buy
10,530
+33
+0.3% +$5.55K 0.39% 31
2020
Q2 		$1.64M Sell
10,497
-880
-8% -$130K 0.38% 34
2020
Q1 		$1.47M Buy
11,377
+9,341
+459% +$1.44M 0.39% 34
2019
Q4 		$333K Buy
2,036
+96
+5% +$15K 0.11% 89
2019
Q3 		$293K Hold
1,940
– – 0.11% 87
2019
Q2 		$291K Hold
1,940
– – 0.11% 82
2019
Q1 		$281K Hold
1,940
– – 0.11% 86
2018
Q4 		$248K Hold
1,940
– – 0.12% 85
2018
Q3 		$290K Buy
+1,940
New +$286K 0.12% 82
2018
Q1 		– Sell
-2,040
Closed -$280K – 102
2017
Q4 		$280K Hold
2,040
– – 0.12% 84
2017
Q3 		$264K Hold
2,040
– – 0.11% 80
2017
Q2 		$254K Buy
+2,040
New +$251K 0.1% 80
2016
Q4 		– Sell
-2,040
Closed -$227K – 118
2016
Q3 		$227K Buy
+2,040
New +$226K 0.09% 104

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Domani Wealth's VTI Position: Q1 2023 in Review

Domani Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q1 2023, buying an estimated $66.1K and bringing the position to 8,760 shares worth $1.79M. The position accounts for 0.41% of the portfolio, ranked #36.

Domani Wealth first reported a position in VTI in Q3 2016 and has held it in 23 quarters since. The position peaked at $2.36M in Q4 2021. 2,331 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

  • Domani Wealth held 8,760 shares of Vanguard Morningstar Total Stock Market ETF worth $1.79M as of Q1 2023.
  • Domani Wealth bought 330 Vanguard Morningstar Total Stock Market ETF shares in Q1 2023, an estimated $66.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of Domani Wealth's portfolio in Q1 2023, its #36 holding.
  • Domani Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2016 and has held it in 23 quarters since.
  • Domani Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $2.36M in Q4 2021.
  • 2,331 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.