DACG
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Donor Advised Charitable Giving’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Donor Advised Charitable Giving’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 		$463K Buy
1,250
+598
+92% +$214K 0.01% 23
2026
Q1 		$209K Sell
652
-3,673
-85% -$1.23M 0.01% 32
2025
Q4 		$1.45M Buy
4,325
+1,621
+60% +$539K 0.03% 15
2025
Q3 		$887K Buy
2,704
+1
+0% +$316 0.02% 22
2025
Q2 		$822K Hold
2,703
– – 0.02% 24
2025
Q1 		$743K Buy
2,703
+1
+0% +$291 0.02% 25
2024
Q4 		$783K Buy
2,702
+342
+14% +$99.8K 0.02% 24
2024
Q3 		$668K Hold
2,360
– – 0.02% 24
2024
Q2 		$631K Hold
2,360
– – 0.01% 25
2024
Q1 		$613K Hold
2,360
– – 0.02% 21
2023
Q4 		$560K Buy
+2,360
New +$522K 0.03% 24
2023
Q2 		– Sell
-2,956
Closed -$603K – 48
2023
Q1 		$603K Buy
2,956
+518
+21% +$104K 0.06% 25
2022
Q4 		$466K Sell
2,438
-240
-9% -$46.3K 0.08% 26
2022
Q3 		$481K Hold
2,678
– – 0.1% 25
2022
Q2 		$505K Buy
2,678
+240
+10% +$49.3K 0.09% 25
2022
Q1 		$555K Buy
+2,438
New +$548K 0.06% 29

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Donor Advised Charitable Giving's VTI Position: Q2 2026 in Review

Donor Advised Charitable Giving increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 92% in Q2 2026, buying an estimated $214K and bringing the position to 1,250 shares worth $463K. The position accounts for 0.01% of the portfolio, ranked #23.

Donor Advised Charitable Giving first reported a position in VTI in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.45M in Q4 2025. 1,958 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Donor Advised Charitable Giving held 1,250 shares of Vanguard Morningstar Total Stock Market ETF worth $463K as of Q2 2026.
  • Donor Advised Charitable Giving bought 598 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $214K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Donor Advised Charitable Giving's portfolio in Q2 2026, its #23 holding.
  • Donor Advised Charitable Giving first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 16 quarters since.
  • Donor Advised Charitable Giving's Vanguard Morningstar Total Stock Market ETF position peaked at $1.45M in Q4 2025.
  • 1,958 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2026, filed 24 Jul 2026.