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DWM Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DWM Financial Group’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 		$944K Buy
+2,817
New +$1.01M 0.84% 16
2020
Q4 		$426K Sell
2,190
-77
-3% -$14.1K 0.58% 14
2020
Q3 		$386K Sell
2,267
-10
-0.4% -$1.68K 0.6% 13
2020
Q2 		$356K Sell
2,277
-232
-9% -$34.2K 0.53% 16
2020
Q1 		$323K Buy
+2,509
New +$388K 0.71% 20

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

DWM Financial Group's VTI Position: Q2 2026 in Review

DWM Financial Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,817 shares worth $944K. The stake represents 0.84% of the portfolio and ranks #16 among its holdings. This is a return to the name: DWM Financial Group previously reported a position in VTI as recently as Q4 2020.

DWM Financial Group first reported a position in VTI in Q1 2020 and has held it in 5 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • DWM Financial Group held 2,817 shares of Vanguard Morningstar Total Stock Market ETF worth $944K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new DWM Financial Group position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.84% of DWM Financial Group's portfolio in Q2 2026, its #16 holding.
  • DWM Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 5 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DWM Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.