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

Dopkins Wealth 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
Q2 		$1.87M Buy
5,044
+2,682
+114% +$959K 0.68% 33
2026
Q1 		$758K Sell
2,362
-2
-0.1% -$671 0.3% 46
2025
Q4 		$793K Hold
2,364
– – 0.32% 43
2025
Q3 		$776K Hold
2,364
– – 0.33% 45
2025
Q2 		$718K Sell
2,364
-108
-4% -$30.4K 0.32% 46
2025
Q1 		$679K Buy
2,472
+301
+14% +$87.4K 0.35% 47
2024
Q4 		$629K Buy
2,171
+1,134
+109% +$331K 0.32% 48
2024
Q3 		$294K Sell
1,037
-992
-49% -$271K 0.24% 45
2024
Q2 		$543K Hold
2,029
– – 0.33% 43
2024
Q1 		$527K Buy
2,029
+593
+41% +$147K 0.32% 44
2023
Q4 		$341K Sell
1,436
-363
-20% -$80.3K 0.27% 35
2023
Q3 		$382K Buy
1,799
+291
+19% +$64.4K 0.29% 41
2023
Q2 		$332K Sell
1,508
-50
-3% -$10.4K 0.3% 33
2023
Q1 		$318K Buy
1,558
+146
+10% +$29.2K 0.3% 32
2022
Q4 		$270K Hold
1,412
– – 0.24% 33
2022
Q3 		$253K Hold
1,412
– – 0.28% 35
2022
Q2 		$266K Buy
1,412
+309
+28% +$63.5K 0.29% 31
2022
Q1 		$251K Buy
1,103
+23
+2% +$5.17K 0.27% 34
2021
Q4 		$261K Buy
+1,080
New +$255K 0.26% 34

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dopkins Wealth Management's VTI Position: Q2 2026 in Review

Dopkins Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 114% in Q2 2026, buying an estimated $959K and bringing the position to 5,044 shares worth $1.87M. The position accounts for 0.68% of the portfolio, ranked #33.

Dopkins Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Dopkins Wealth Management held 5,044 shares of Vanguard Morningstar Total Stock Market ETF worth $1.87M as of Q2 2026.
  • Dopkins Wealth Management bought 2,682 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $959K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.68% of Dopkins Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Dopkins Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.