Delta Wealth Advisors LLC Vanguard Total Stock Market Et Transaction History

Delta Wealth Advisors LLC

$119 Billion
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Oct 10, 2025	SELL	$245.23 - $269.4 $223,159 - $245,153	-910 Closed	0 $0
Q1 2024 Oct 10, 2025	BUY	$232.77 - $260.14 $211,820 - $236,727	910 New	910 $237 Million

Others Institutions Holding VTI

# of Institutions

3,560

Shares Held

681M

Call Options Held

1.46M

Put Options Held

2.24M

Gallagher Fiduciary Advisors, LLC Rolling Meadows, IL

150M
Shares

$48.4 Billion
64.56% of portfolio
Vanguard Group Inc Valley Forge, PA

58.8M
Shares

$18.9 Billion
0.3% of portfolio
Rakuten Investment Management, Inc. Tokyo, M0

45.5M
Shares

$14.6 Billion
57.19% of portfolio
Betterment LLC New York, NY

26.3M
Shares

$8.46 Billion
17.02% of portfolio
Wealthfront Advisers LLC

17.2M
Shares

$5.53 Billion
13.7% of portfolio

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

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