VDI
DTM icon

Vaughan David Investments’s DT Midstream DTM Stock Holding History

Vaughan David Investments’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.04M Buy
29,987
+125
+0.4% +$16.3K 0.09% 107
2025
Q4 		$3.57M Hold
29,862
– – 0.08% 113
2025
Q3 		$3.38M Sell
29,862
-800
-3% -$83.6K 0.07% 111
2025
Q2 		$3.37M Sell
30,662
-300
-1% -$30.4K 0.08% 109
2025
Q1 		$2.99M Sell
30,962
-2,658
-8% -$266K 0.07% 109
2024
Q4 		$3.34M Sell
33,620
-1,700
-5% -$162K 0.08% 108
2024
Q3 		$2.78M Sell
35,320
-170
-0.5% -$12.7K 0.06% 110
2024
Q2 		$2.52M Sell
35,490
-5,246
-13% -$344K 0.06% 112
2024
Q1 		$2.49M Sell
40,736
-2,718
-6% -$151K 0.06% 114
2023
Q4 		$2.38M Sell
43,454
-3,385
-7% -$186K 0.07% 111
2023
Q3 		$2.48M Sell
46,839
-4,785
-9% -$250K 0.08% 110
2023
Q2 		$2.56M Sell
51,624
-1,330
-3% -$63.6K 0.07% 110
2023
Q1 		$2.61M Sell
52,954
-5,600
-10% -$290K 0.08% 107
2022
Q4 		$3.24M Sell
58,554
-61,798
-51% -$3.53M 0.1% 106
2022
Q3 		$6.25M Sell
120,352
-588,972
-83% -$31.8M 0.21% 93
2022
Q2 		$34.8M Buy
709,324
+14,141
+2% +$772K 1.11% 37
2022
Q1 		$37.7M Buy
695,183
+7,613
+1% +$397K 1.11% 35
2021
Q4 		$33M Buy
687,570
+14,502
+2% +$695K 0.96% 52
2021
Q3 		$31.1M Buy
+673,068
New +$29.5M 0.99% 49

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return