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

JDM 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	$23.7K	Hold	64	–	–	0.01%	152
2026 Q1	$20.5K	Hold	64	–	–	0.01%	142
2025 Q4	$21.5K	Hold	64	–	–	0.01%	137
2025 Q3	$21K	Sell	64 -61	-49%	-$19.3K	0.01%	131
2025 Q2	$38K	Sell	125 -148	-54%	-$41.6K	0.02%	102
2025 Q1	$75K	Sell	273 -69	-20%	-$20K	0.04%	71
2024 Q4	$99.3K	Buy	342 +35	+11%	+$10.2K	0.05%	62
2024 Q3	$86.9K	Hold	307	–	–	0.05%	63
2024 Q2	$82.1K	Hold	307	–	–	0.06%	60
2024 Q1	$79.8K	Hold	307	–	–	0.06%	52
2023 Q4	$72.8K	Hold	307	–	–	0.06%	56
2023 Q3	$65.2K	Hold	307	–	–	0.06%	56
2023 Q2	$67.6K	Hold	307	–	–	0.06%	57
2023 Q1	$62.7K	Hold	307	–	–	0.06%	60
2022 Q4	$58.7K	Buy	+307	New	+$59.2K	0.06%	62

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

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

JDM Financial Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 64 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #152.

JDM Financial Group first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $99.3K in Q4 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

JDM Financial Group held 64 shares of Vanguard Morningstar Total Stock Market ETF worth $23.7K as of Q2 2026.
JDM Financial Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #152 holding.
JDM Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $99.3K in Q4 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.