DT Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DT Investment Partners’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	$6.8M	Sell	18,384 -61	-0.3%	-$21.8K	0.51%	35
2026 Q1	$5.92M	Sell	18,445 -893	-5%	-$300K	0.49%	34
2025 Q4	$6.48M	Buy	19,338 +1,190	+7%	+$396K	0.54%	35
2025 Q3	$5.96M	Sell	18,148 -562	-3%	-$178K	0.5%	35
2025 Q2	$5.69M	Sell	18,710 -96	-0.5%	-$27K	0.51%	34
2025 Q1	$5.17M	Sell	18,806 -427	-2%	-$124K	0.5%	35
2024 Q4	$5.57M	Buy	19,233 +1,173	+6%	+$342K	0.47%	34
2024 Q3	$5.11M	Buy	+18,060	New	+$4.93M	0.41%	39

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

DT Investment Partners's VTI Position: Q2 2026 in Review

DT Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.33% in Q2 2026, selling an estimated $21.8K and leaving 18,384 shares worth $6.8M. The position accounts for 0.51% of the portfolio, ranked #35.

DT Investment Partners first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

DT Investment Partners held 18,384 shares of Vanguard Morningstar Total Stock Market ETF worth $6.8M as of Q2 2026.
DT Investment Partners sold 61 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $21.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.51% of DT Investment Partners's portfolio in Q2 2026, its #35 holding.
DT Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DT Investment Partners's 13F filing for Q2 2026, filed 27 Jul 2026.