VDI
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Vaughan David Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vaughan David Investments’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 		$571K Buy
1,544
+903
+141% +$323K 0.01% 173
2026
Q1 		$206K Sell
641
-53
-8% -$17.8K ﹤0.01% 233
2025
Q4 		$233K Buy
694
+41
+6% +$13.6K 0.01% 214
2025
Q3 		$214K Buy
+653
New +$206K ﹤0.01% 223
2022
Q1 		– Sell
-3,820
Closed -$922K – 206
2021
Q4 		$922K Buy
+3,820
New +$902K 0.03% 128

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Vaughan David Investments's VTI Position: Q2 2026 in Review

Vaughan David Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 141% in Q2 2026, buying an estimated $323K and bringing the position to 1,544 shares worth $571K. The position accounts for 0.01% of the portfolio, ranked #173.

Vaughan David Investments first reported a position in VTI in Q4 2021 and has held it in 5 quarters since. The position peaked at $922K in Q4 2021. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Vaughan David Investments held 1,544 shares of Vanguard Morningstar Total Stock Market ETF worth $571K as of Q2 2026.
  • Vaughan David Investments bought 903 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $323K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Vaughan David Investments's portfolio in Q2 2026, its #173 holding.
  • Vaughan David Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 5 quarters since.
  • Vaughan David Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $922K in Q4 2021.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Vaughan David Investments's 13F filing for Q2 2026, filed 11 Aug 2026.