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Dover Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Dover Advisors’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
Q1 		$230K Sell
718
-55
-7% -$18.5K 0.1% 154
2025
Q4 		$259K Sell
773
-115
-13% -$38.3K 0.1% 148
2025
Q3 		$292K Sell
888
-68
-7% -$21.5K 0.12% 137
2025
Q2 		$291K Buy
+956
New +$269K 0.13% 136

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dover Advisors's VTI Position: Q1 2026 in Review

Dover Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.1% in Q1 2026, selling an estimated $18.5K and leaving 718 shares worth $230K. The position accounts for 0.1% of the portfolio, ranked #154.

Dover Advisors first reported a position in VTI in Q2 2025 and has held it in 4 quarters since. The position peaked at $292K in Q3 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Dover Advisors held 718 shares of Vanguard Total Stock Market ETF worth $230K as of Q1 2026.
  • Dover Advisors sold 55 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $18.5K.
  • Vanguard Total Stock Market ETF made up 0.1% of Dover Advisors's portfolio in Q1 2026, its #154 holding.
  • Dover Advisors first reported a position in Vanguard Total Stock Market ETF in Q2 2025 and has held it in 4 quarters since.
  • Dover Advisors's Vanguard Total Stock Market ETF position peaked at $292K in Q3 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Dover Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.