Position history for Dynasty Wealth Management, LLC's holdings in VANGUARD INDEX FDS
Dynasty Wealth Management, LLC holds 12,344 shares of VTI (VANGUARD INDEX FDS), worth $4M as of 2026-Q1. The position was decreased (-28.6% shares). VTI represents 0.0% of Dynasty Wealth Management, LLC's portfolio.
Current Value
$4M
Current Shares
12,344
Total Value Change
-$26.3M
Total Shares Change
-100,811
Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC
Decreased |
| 12,344 |
-28.6% |
| $4M |
| 0.0% |
| $335.73 |
0 |
| 2025-Q4 | Increased | 17,277 | +7.2% | $5.8M | 0.1% | $337.85 | 29 |
| 2025-Q3 | Decreased | 16,112 | -85.1% | $5.3M | 0.1% | $326.17 | 0 |
| 2025-Q2 | New | 108,269 | - | $32.9M | 0.6% | $300.71 | 56 |
| 2025-Q1 | Exited | 0 | -100.0% | $0 | 0.0% | $271.08 | 0 |
| 2024-Q4 | Decreased | 111,910 | -1.5% | $32.4M | 0.6% | $287.31 | 0 |
| 2024-Q3 | Increased | 113,587 | +0.4% | $32.2M | 1.0% | $277.75 | 41 |
| 2024-Q2 | Increased | 113,155 | +6.0% | $30.3M | 0.9% | $262.63 | 43 |