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Duncan Williams Asset Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Duncan Williams Asset 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
Q1 		– Sell
-1,742
Closed -$589K – 174
2025
Q4 		$589K Buy
+1,742
New +$580K 0.15% 91

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

Duncan Williams Asset Management's VTI Position: Q1 2026 in Review

Duncan Williams Asset Management sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 1,742 shares — an estimated $589K sold.

Duncan Williams Asset Management first reported a position in VTI in Q4 2025 and held it in 1 quarter. The position peaked at $589K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Duncan Williams Asset Management reported no remaining Vanguard Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Duncan Williams Asset Management sold 1,742 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $589K.
  • Duncan Williams Asset Management first reported a position in Vanguard Total Stock Market ETF in Q4 2025 and held it in 1 quarter.
  • Duncan Williams Asset Management's Vanguard Total Stock Market ETF position peaked at $589K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Duncan Williams Asset Management's 13F filing for Q1 2026, filed 5 May 2026.