DWM
VTI icon

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

Drive 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 		$4.11M Sell
11,111
-758
-6% -$271K 0.73% 29
2026
Q1 		$3.81M Buy
11,869
+145
+1% +$48.6K 0.8% 27
2025
Q4 		$3.93M Sell
11,724
-510
-4% -$170K 0.77% 25
2025
Q3 		$4.03M Sell
12,234
-23
-0.2% -$7.26K 0.85% 24
2025
Q2 		$3.74M Sell
12,257
-240
-2% -$67.5K 0.82% 24
2025
Q1 		$3.43M Buy
12,497
+700
+6% +$203K 0.81% 26
2024
Q4 		$3.42M Sell
11,797
-8
-0.1% -$2.33K 0.84% 23
2024
Q3 		$3.35M Sell
11,805
-3,972
-25% -$1.08M 0.87% 20
2024
Q2 		$4.24M Sell
15,777
-11,425
-42% -$2.96M 1.14% 19
2024
Q1 		$7.07M Buy
27,202
+6,898
+34% +$1.71M 1.98% 9
2023
Q4 		$4.82M Sell
20,304
-11,028
-35% -$2.44M 1.55% 13
2023
Q3 		$6.66M Sell
31,332
-7,407
-19% -$1.64M 2.43% 10
2023
Q2 		$8.53M Buy
38,739
+16,575
+75% +$3.46M 3.16% 4
2023
Q1 		$4.52M Sell
22,164
-24,091
-52% -$4.82M 1.89% 9
2022
Q4 		$8.84M Buy
46,255
+12,945
+39% +$2.49M 4.42% 2
2022
Q3 		$5.98M Buy
33,310
+9,292
+39% +$1.85M 5.68% 2
2022
Q2 		$4.53M Buy
24,018
+19,114
+390% +$3.93M 4.14% 3
2022
Q1 		$1.12M Buy
4,904
+2,582
+111% +$581K 0.94% 23
2021
Q4 		$561K Buy
+2,322
New +$548K 0.49% 50

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

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

Drive Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.4% in Q2 2026, selling an estimated $271K and leaving 11,111 shares worth $4.11M. The position accounts for 0.73% of the portfolio, ranked #29.

Drive Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $8.84M in Q4 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Drive Wealth Management held 11,111 shares of Vanguard Morningstar Total Stock Market ETF worth $4.11M as of Q2 2026.
  • Drive Wealth Management sold 758 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $271K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.73% of Drive Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Drive Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Drive Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $8.84M in Q4 2022.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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