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Dynamic Advisor Solutions’s Vanguard Total Stock Market ETF VTI Stock Holding History

Dynamic Advisor Solutions’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 		$12.6M Sell
33,970
-23,973
-41% -$8.57M 0.36% 63
2026
Q1 		$18.6M Buy
57,943
+1,837
+3% +$616K 0.59% 38
2025
Q4 		$18.8M Sell
56,106
-3,045
-5% -$1.01M 0.6% 36
2025
Q3 		$19.4M Sell
59,151
-4,011
-6% -$1.27M 0.56% 36
2025
Q2 		$19.2M Sell
63,162
-57,060
-47% -$16M 0.59% 38
2025
Q1 		$33M Buy
+120,222
New +$34.9M 1.09% 13
2024
Q4 		– Sell
-128,897
Closed -$36.5M – 906
2024
Q3 		$36.5M Sell
128,897
-1,079
-0.8% -$294K 1.1% 10
2024
Q2 		$34.8M Sell
129,976
-3,360
-3% -$870K 1.09% 10
2024
Q1 		$34.7M Buy
133,336
+8,335
+7% +$2.06M 1.17% 8
2023
Q4 		$29.1M Buy
125,001
+12,612
+11% +$2.79M 1.09% 8
2023
Q3 		$23.9M Buy
112,389
+1,949
+2% +$431K 1.13% 10
2023
Q2 		$24.3M Buy
110,440
+10,598
+11% +$2.21M 1.26% 6
2023
Q1 		$20.4M Buy
99,842
+2,221
+2% +$445K 1.19% 9
2022
Q4 		$18.7M Buy
97,621
+2,001
+2% +$386K 1.27% 10
2022
Q3 		$17.2M Buy
95,620
+50,290
+111% +$10M 1.31% 12
2022
Q2 		$8.55M Buy
45,330
+11,997
+36% +$2.46M 0.66% 25
2022
Q1 		$7.59M Sell
33,333
-5,934
-15% -$1.33M 0.53% 35
2021
Q4 		$9.48M Buy
39,267
+2,425
+7% +$572K 0.68% 32
2021
Q3 		$8.18M Buy
36,842
+874
+2% +$199K 0.62% 30
2021
Q2 		$8.01M Buy
35,968
+3,677
+11% +$798K 0.63% 31
2021
Q1 		$6.67M Buy
32,291
+1,107
+4% +$224K 0.62% 30
2020
Q4 		$6.07M Buy
31,184
+5,538
+22% +$1.01M 0.57% 36
2020
Q3 		$4.37M Buy
25,646
+8,126
+46% +$1.37M 0.5% 41
2020
Q2 		$2.74M Sell
17,520
-3,702
-17% -$546K 0.37% 79
2020
Q1 		$2.74M Sell
21,222
-1,766
-8% -$273K 0.5% 44
2019
Q4 		$3.76M Buy
22,988
+4,397
+24% +$689K 0.51% 43
2019
Q3 		$2.81M Buy
18,591
+810
+5% +$122K 0.44% 61
2019
Q2 		$2.67M Sell
17,781
-3,060
-15% -$451K 0.43% 65
2019
Q1 		$3.02M Sell
20,841
-842
-4% -$117K 0.57% 43
2018
Q4 		$2.96M Sell
21,683
-11,107
-34% -$1.53M 0.63% 39
2018
Q3 		$4.91M Sell
32,790
-1,726
-5% -$254K 1.02% 15
2018
Q2 		$4.85M Buy
34,516
+2,917
+9% +$407K 1.1% 12
2018
Q1 		$4.29M Buy
31,599
+179
+0.6% +$25.1K 1.1% 14
2017
Q4 		$4.31M Sell
31,420
-21
-0.1% -$2.81K 1.41% 8
2017
Q3 		$4.07M Sell
31,441
-126
-0.4% -$16K 1.61% 8
2017
Q2 		$3.93M Buy
31,567
+239
+0.8% +$29.5K 1.52% 13
2017
Q1 		$3.8M Sell
31,328
-3,532
-10% -$423K 1.48% 18
2016
Q4 		$4.02M Sell
34,860
-907
-3% -$102K 1.6% 14
2016
Q3 		$3.98M Buy
35,767
+5,145
+17% +$571K 1.51% 13
2016
Q2 		$3.28M Buy
30,622
+2,767
+10% +$293K 1.33% 17
2016
Q1 		$2.92M Sell
27,855
-2,464
-8% -$244K 1.24% 21
2015
Q4 		$3.16M Buy
30,319
+4,172
+16% +$439K 1.31% 16
2015
Q3 		$2.58M Buy
+26,147
New +$2.74M 1.3% 20
2015
Q2 		– Sell
-21,991
Closed -$2.36M – 201
2015
Q1 		$2.36M Buy
21,991
+3,051
+16% +$326K 1.18% 23
2014
Q4 		$2.01M Buy
18,940
+517
+3% +$53.5K 1.08% 24
2014
Q3 		$1.86M Buy
18,423
+642
+4% +$65.6K 1.01% 25
2014
Q2 		$1.81M Sell
17,781
-549
-3% -$54.1K 1.09% 22
2014
Q1 		$1.79M Sell
18,330
-936
-5% -$89.6K 1.22% 14
2013
Q4 		$1.85M Buy
+19,266
New +$1.77M 1.37% 10

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Dynamic Advisor Solutions's VTI Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its Vanguard Total Stock Market ETF (VTI) stake by 41% in Q2 2026, selling an estimated $8.57M and leaving 33,970 shares worth $12.6M. The position accounts for 0.36% of the portfolio, ranked #63.

Dynamic Advisor Solutions first reported a position in VTI in Q4 2013 and has held it in 49 quarters since. The position peaked at $36.5M in Q3 2024. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Dynamic Advisor Solutions held 33,970 shares of Vanguard Total Stock Market ETF worth $12.6M as of Q2 2026.
  • Dynamic Advisor Solutions sold 23,973 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $8.57M.
  • Vanguard Total Stock Market ETF made up 0.36% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #63 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Total Stock Market ETF in Q4 2013 and has held it in 49 quarters since.
  • Dynamic Advisor Solutions's Vanguard Total Stock Market ETF position peaked at $36.5M in Q3 2024.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.