VANGUARD INDEX FDS

Ticker: VTI CUSIP: 922908769 Class: TOTAL STK MKT

Dakota Wealth Management's Holding History (CIK: 0001631353)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 69,850 Value ($000) $23,419 Avg Close Range
Q3 2025
Shares 53,784 Value ($000) $17,650 Avg Close Range
Q2 2025
Shares 52,549 Value ($000) $15,971 Avg Close Range
Q1 2025
Shares 51,052 Value ($000) $14,031 Avg Close Range
Q4 2024
Shares 51,216 Value ($000) $14,843 Avg Close Range
Q3 2024
Shares 51,023 Value ($000) $14,448 Avg Close Range
Q2 2024
Shares 49,439 Value ($000) $13,225 Avg Close Range
Q1 2024
Shares 51,615 Value ($000) $13,415 Avg Close Range
Q4 2023
Shares 48,154 Value ($000) $11,423 Avg Close Range
Q3 2023
Shares 44,196 Value ($000) $9,388 Avg Close Range
Q2 2023
Shares 44,863 Value ($000) $9,882 Avg Close Range
Q1 2023
Shares 13,542 Value ($000) $2,764 Avg Close Range
Q4 2022
Shares 14,148 Value ($000) $2,705 Avg Close Range
Q3 2022
Shares 14,749 Value ($000) $2,647 Avg Close Range
Q2 2022
Shares 14,817 Value ($000) $2,795 Avg Close Range
Q1 2022
Shares 13,202 Value ($000) $3,006 Avg Close Range
Q4 2021
Shares 13,105 Value ($000) $3,164 Avg Close Range
Q3 2021
Shares 10,966 Value ($000) $2,435 Avg Close Range
Q2 2021
Shares 11,130 Value ($000) $2,480 Avg Close Range
Q1 2021
Shares 11,244 Value ($000) $2,324 Avg Close Range
Q4 2020
Shares 11,365 Value ($000) $2,212 Avg Close Range
Q3 2020
Shares 11,981 Value ($000) $2,041 Avg Close Range
Q2 2020
Shares 13,772 Value ($000) $2,156 Avg Close Range
Q1 2020
Shares 17,779 Value ($000) $2,292 Avg Close Range
Q4 2019
Shares 18,473 Value ($000) $3,022 Avg Close Range
Q3 2019
Shares 18,558 Value ($000) $2,803 Avg Close Range
Q2 2019
Shares 17,779 Value ($000) $2,673 Avg Close Range
Q1 2019
Shares 21,283 Value ($000) $3,079 Avg Close Range
Q4 2018
Shares 21,381 Value ($000) $2,770 Avg Close Range
Q3 2018
Shares 19,795 Value ($000) $2,963 Avg Close Range
Q2 2018
Shares 17,075 Value ($000) $2,398 Avg Close Range