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

Dynasty 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	$4.54M	Sell	12,274 -70	-0.6%	-$25K	0.03%	89
2026 Q1	$3.96M	Sell	12,344 -4,933	-29%	-$1.66M	0.03%	92
2025 Q4	$5.79M	Buy	17,277 +1,165	+7%	+$388K	0.06%	82
2025 Q3	$5.29M	Sell	16,112 -92,157	-85%	-$29.1M	0.07%	70
2025 Q2	$32.9M	Buy	+108,269	New	+$30.5M	0.56%	37
2025 Q1	–	Sell	-111,910	Closed	-$32.4M	–	267
2024 Q4	$32.4M	Sell	111,910 -1,677	-1%	-$489K	0.56%	38
2024 Q3	$32.2M	Buy	113,587 +432	+0.4%	+$118K	0.97%	22
2024 Q2	$30.3M	Buy	113,155 +6,430	+6%	+$1.66M	0.89%	26
2024 Q1	$27.7M	Buy	+106,725	New	+$26.4M	0.88%	25
2018 Q4	$202K	Sell	1,585 -147	-8%	-$20.3K	26.58%	3
2018 Q3	$259K	Buy	+1,732	New	+$255K	0.33%	89
2018 Q1	–	Sell	-1,520	Closed	-$209K	–	96
2017 Q4	$209K	Buy	+1,520	New	+$203K	0.36%	88

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

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

Dynasty Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.57% in Q2 2026, selling an estimated $25K and leaving 12,274 shares worth $4.54M. The position accounts for 0.03% of the portfolio, ranked #89.

Dynasty Wealth Management first reported a position in VTI in Q4 2017 and has held it in 12 quarters since. The position peaked at $32.9M in Q2 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Dynasty Wealth Management held 12,274 shares of Vanguard Morningstar Total Stock Market ETF worth $4.54M as of Q2 2026.
Dynasty Wealth Management sold 70 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $25K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Dynasty Wealth Management's portfolio in Q2 2026, its #89 holding.
Dynasty Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 12 quarters since.
Dynasty Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $32.9M in Q2 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.