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

Dougherty Wealth Advisers’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	$1.17M	Buy	3,169 +2,934	+1,249%	+$1.05M	0.64%	16
2026 Q1	$75.4K	Sell	235 -70	-23%	-$23.5K	0.05%	70
2025 Q4	$102K	Hold	305	–	–	0.06%	68
2025 Q3	$100K	Sell	305 -12	-4%	-$3.79K	0.06%	62
2025 Q2	$96.3K	Sell	317 -239	-43%	-$67.2K	0.06%	63
2025 Q1	$153K	Hold	556	–	–	0.11%	46
2024 Q4	$161K	Sell	556 -16	-3%	-$4.67K	0.12%	46
2024 Q3	$162K	Sell	572 -7	-1%	-$1.91K	0.13%	43
2024 Q2	$155K	Sell	579 -11	-2%	-$2.85K	0.14%	42
2024 Q1	$153K	Hold	590	–	–	0.14%	45
2023 Q4	$140K	Sell	590 -14	-2%	-$3.1K	0.13%	48
2023 Q3	$128K	Hold	604	–	–	0.15%	45
2023 Q2	$133K	Hold	604	–	–	0.18%	45
2023 Q1	$123K	Sell	604 -206	-25%	-$41.2K	0.19%	44
2022 Q4	$155K	Hold	810	–	–	0.25%	44
2022 Q3	$145K	Sell	810 -123	-13%	-$24.5K	0.29%	39
2022 Q2	$176K	Sell	933 -330	-26%	-$67.8K	0.33%	36
2022 Q1	$288K	Sell	1,263 -306	-20%	-$68.8K	0.43%	25
2021 Q4	$379K	Sell	1,569 -16	-1%	-$3.78K	0.53%	24
2021 Q3	$352K	Hold	1,585	–	–	0.52%	24
2021 Q2	$353K	Sell	1,585 -348	-18%	-$75.5K	0.52%	24
2021 Q1	$400K	Sell	1,933 -495	-20%	-$100K	0.6%	20
2020 Q4	$473K	Sell	2,428 -20	-0.8%	-$3.66K	0.74%	18
2020 Q3	$417K	Sell	2,448 -708	-22%	-$119K	1.44%	19
2020 Q2	$494K	Sell	3,156 -5,488	-63%	-$809K	1.81%	12
2020 Q1	$1.11M	Sell	8,644 -375	-4%	-$58K	4.44%	5
2019 Q4	$1.48M	Sell	9,019 -71	-0.8%	-$11.1K	4.51%	5
2019 Q3	$1.37M	Sell	9,090 -3,350	-27%	-$505K	4.52%	5
2019 Q2	$1.87M	Sell	12,440 -257	-2%	-$37.8K	5.27%	2
2019 Q1	$1.84M	Hold	12,697	–	–	6.23%	2
2018 Q4	$1.76M	Buy	+12,697	New	+$1.75M	5.81%	3

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

Dougherty Wealth Advisers's VTI Position: Q2 2026 in Review

Dougherty Wealth Advisers increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1,249% in Q2 2026, buying an estimated $1.05M and bringing the position to 3,169 shares worth $1.17M. The position accounts for 0.64% of the portfolio, ranked #16.

Dougherty Wealth Advisers first reported a position in VTI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.87M in Q2 2019. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Dougherty Wealth Advisers held 3,169 shares of Vanguard Morningstar Total Stock Market ETF worth $1.17M as of Q2 2026.
Dougherty Wealth Advisers bought 2,934 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.05M.
Vanguard Morningstar Total Stock Market ETF made up 0.64% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #16 holding.
Dougherty Wealth Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 31 quarters since.
Dougherty Wealth Advisers's Vanguard Morningstar Total Stock Market ETF position peaked at $1.87M in Q2 2019.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.