Sloy Dahl & Holst’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Sloy Dahl & Holst’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	$336K	Hold	909	–	–	0.04%	86
2026 Q1	$291K	Buy	909 +11	+1%	+$3.69K	0.04%	87
2025 Q4	$301K	Buy	898 +1	+0.1%	+$333	0.04%	88
2025 Q3	$294K	Sell	897 -8	-0.9%	-$2.53K	0.03%	88
2025 Q2	$275K	Hold	905	–	–	0.04%	93
2025 Q1	$249K	Buy	905 +29	+3%	+$8.43K	0.04%	89
2024 Q4	$254K	Buy	876 +1	+0.1%	+$292	0.03%	87
2024 Q3	$248K	Sell	875 -8	-0.9%	-$2.18K	0.04%	85
2024 Q2	$236K	Buy	883 +14	+2%	+$3.62K	0.05%	78
2024 Q1	$226K	Buy	+869	New	+$215K	0.05%	77

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

Sloy Dahl & Holst's VTI Position: Q2 2026 in Review

Sloy Dahl & Holst held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 909 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #86.

Sloy Dahl & Holst first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Sloy Dahl & Holst held 909 shares of Vanguard Morningstar Total Stock Market ETF worth $336K as of Q2 2026.
Sloy Dahl & Holst left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Sloy Dahl & Holst's portfolio in Q2 2026, its #86 holding.
Sloy Dahl & Holst first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Sloy Dahl & Holst's 13F filing for Q2 2026, filed 13 Aug 2026.