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N.E.W. Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

N.E.W. Advisory Services’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
Q1 		$244M Buy
759,045
+38,408
+5% +$12.9M 18.21% 1
2025
Q4 		$242M Buy
720,637
+50,118
+7% +$16.7M 17.87% 1
2025
Q3 		$220M Buy
670,519
+20,274
+3% +$6.4M 19.66% 1
2025
Q2 		$198M Sell
650,245
-103,774
-14% -$29.2M 19.18% 1
2025
Q1 		$207M Buy
754,019
+142,913
+23% +$41.5M 15.86% 1
2024
Q4 		$177M Buy
611,106
+109,464
+22% +$31.9M 16.82% 1
2024
Q3 		$142M Buy
501,642
+35,476
+8% +$9.68M 14% 1
2024
Q2 		$125M Buy
466,166
+43,618
+10% +$11.3M 13.46% 1
2024
Q1 		$110M Buy
422,548
+51,371
+14% +$12.7M 12.18% 1
2023
Q4 		$88.1M Buy
371,177
+20,060
+6% +$4.43M 10.64% 1
2023
Q3 		$74.6M Buy
351,117
+10,373
+3% +$2.3M 10.61% 1
2023
Q2 		$75.1M Buy
340,744
+14,242
+4% +$2.97M 10.46% 2
2023
Q1 		$66.6M Buy
326,502
+16,108
+5% +$3.22M 9.69% 2
2022
Q4 		$59.3M Buy
310,394
+6,186
+2% +$1.19M 9.29% 2
2022
Q3 		$54.6M Buy
304,208
+48,184
+19% +$9.6M 9.89% 2
2022
Q2 		$48.3M Buy
256,024
+90,857
+55% +$18.7M 8.44% 3
2022
Q1 		$34.1M Sell
165,167
-79,582
-33% -$17.9M 6.47% 6
2021
Q4 		$59.1M Buy
244,749
+36,637
+18% +$8.65M 8.92% 2
2021
Q3 		$46.2M Buy
208,112
+18,931
+10% +$4.32M 7.53% 4
2021
Q2 		$42.1M Buy
189,181
+23,166
+14% +$5.03M 7.05% 4
2021
Q1 		$34.7M Buy
166,015
+40,514
+32% +$8.2M 6.51% 6
2020
Q4 		$24.4M Buy
125,501
+32,596
+35% +$5.96M 5.14% 6
2020
Q3 		$15.8M Buy
92,905
+18,171
+24% +$3.06M 4.47% 7
2020
Q2 		$11.7M Buy
+74,734
New +$11M 3.64% 7
2019
Q4 		$1.78M Buy
+10,916
New +$1.71M 0.58% 28

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

N.E.W. Advisory Services's VTI Position: Q1 2026 in Review

N.E.W. Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.3% in Q1 2026, buying an estimated $12.9M and bringing the position to 759,045 shares worth $244M. The position accounts for 18.21% of the portfolio, ranked #1.

N.E.W. Advisory Services first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • N.E.W. Advisory Services held 759,045 shares of Vanguard Morningstar Total Stock Market ETF worth $244M as of Q1 2026.
  • N.E.W. Advisory Services bought 38,408 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $12.9M.
  • Vanguard Morningstar Total Stock Market ETF made up 18.21% of N.E.W. Advisory Services's portfolio in Q1 2026, its #1 holding.
  • N.E.W. Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.