First National Advisers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.1M Sell
11,073
-116
-1% -$41.5K 0.58% 43
2026
Q1
$3.59M Sell
11,189
-8,023
-42% -$2.69M 0.53% 49
2025
Q4
$6.44M Buy
19,212
+3,778
+24% +$1.26M 0.89% 21
2025
Q3
$5.06M Sell
15,434
-727
-4% -$230K 0.69% 33
2025
Q2
$4.91M Buy
16,161
+865
+6% +$243K 0.72% 28
2025
Q1
$4.2M Sell
15,296
-636
-4% -$185K 0.67% 42
2024
Q4
$4.62M Buy
15,932
+1,631
+11% +$476K 0.75% 31
2024
Q3
$4.05M Buy
14,301
+2,249
+19% +$613K 0.65% 40
2024
Q2
$3.22M Buy
12,052
+6,827
+131% +$1.77M 0.59% 52
2024
Q1
$1.36M Buy
5,225
+166
+3% +$41.1K 0.3% 111
2023
Q4
$1.2M Buy
5,059
+3,382
+202% +$748K 0.35% 92
2023
Q3
$356K Buy
1,677
+313
+23% +$69.3K 0.16% 127
2023
Q2
$300K Buy
+1,364
New +$285K 0.28% 96

Other funds holding VTI

First National Advisers's VTI Position: Q2 2026 in Review

First National Advisers reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1% in Q2 2026, selling an estimated $41.5K and leaving 11,073 shares worth $4.1M. The position accounts for 0.58% of the portfolio, ranked #43.

First National Advisers first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. The position peaked at $6.44M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • First National Advisers held 11,073 shares of Vanguard Morningstar Total Stock Market ETF worth $4.1M as of Q2 2026.
  • First National Advisers sold 116 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $41.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.58% of First National Advisers's portfolio in Q2 2026, its #43 holding.
  • First National Advisers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • First National Advisers's Vanguard Morningstar Total Stock Market ETF position peaked at $6.44M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on First National Advisers's 13F filing for Q2 2026, filed 21 Jul 2026.