Henrickson Nauta Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Henrickson Nauta Wealth Advisors’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-849	Closed	-$272K	–	121
2026 Q1	$272K	Sell	849 -538	-39%	-$181K	0.08%	87
2025 Q4	$473K	Buy	1,387 +364	+36%	+$121K	0.07%	79
2025 Q3	$337K	Sell	1,023 -11	-1%	-$3.48K	0.11%	60
2025 Q2	$314K	Sell	1,034 -13	-1%	-$3.66K	0.11%	61
2025 Q1	$270K	Buy	+1,047	New	+$304K	0.11%	62
2022 Q1	–	Sell	-299	Closed	-$66K	–	260
2021 Q4	$66K	Buy	+299	New	+$70.6K	0.05%	77

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Henrickson Nauta Wealth Advisors's VTI Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 849 shares — an estimated $272K sold.

Henrickson Nauta Wealth Advisors first reported a position in VTI in Q4 2021 and held it in 6 quarters. The position peaked at $473K in Q4 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Henrickson Nauta Wealth Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
Henrickson Nauta Wealth Advisors sold 849 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $272K.
Henrickson Nauta Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 6 quarters.
Henrickson Nauta Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $473K in Q4 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.