Dakota Wealth Management

Position in VTI — VANGUARD TOTAL STOCK MARKET INDEX FUND

CIK 1631353 PALM BEACH GARDENS, FL

Back to VTI Full portfolio

All Filings in VTI

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 VTI	$23,555,795	73,426	+5.1%	Shares	Sole	2026-08-26
2025-12-31 VTI	$23,418,609	69,850	+29.9%	Shares	Defined	2026-08-26
2025-09-30 VTI	$17,650,295	53,784	+307.4%	Shares	Defined	2026-08-26
2022-03-31 VTI	$3,005,698	13,202	+0.7%	Shares	Sole	2022-05-13
2021-12-31 VTI	$3,164,070	13,105	+19.5%	Shares	Other	2022-02-10
2021-09-30 VTI	$2,435,109	10,966	-1.5%	Shares	Sole	2021-11-15
2021-06-30 VTI	$2,479,985	11,130	-1.0%	Shares	Other	2021-08-02
2021-03-31 VTI	$2,324,022	11,244	-1.1%	Shares	Other	2021-05-10
2020-12-31 VTI	$2,212,082	11,365	-5.1%	Shares	Other	2021-02-12
2020-09-30 VTI	$2,040,483	11,981	-13.0%	Shares	Sole	2020-11-04
2020-06-30 VTI	$2,155,730	13,772	-22.5%	Shares	Sole	2020-08-07
2020-03-31 VTI	$2,291,889	17,779	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.