NJIM
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Nabity-Jensen Investment Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Nabity-Jensen Investment Management’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 		$2.73M Sell
7,387
-337
-4% -$120K 1.68% 16
2026
Q1 		$2.48M Buy
7,724
+52
+0.7% +$17.4K 1.72% 14
2025
Q4 		$2.57M Sell
7,672
-194
-2% -$64.5K 1.74% 15
2025
Q3 		$2.58M Sell
7,866
-260
-3% -$82.1K 1.79% 15
2025
Q2 		$2.47M Sell
8,126
-421
-5% -$118K 1.82% 15
2025
Q1 		$2.35M Sell
8,547
-162
-2% -$47.1K 1.87% 15
2024
Q4 		$2.52M Sell
8,709
-70
-0.8% -$20.4K 1.91% 14
2024
Q3 		$2.49M Sell
8,779
-259
-3% -$70.6K 1.9% 14
2024
Q2 		$2.42M Sell
9,038
-1,144
-11% -$296K 1.98% 14
2024
Q1 		$2.65M Sell
10,182
-72
-0.7% -$17.8K 2.18% 13
2023
Q4 		$2.43M Buy
+10,254
New +$2.27M 2.19% 12

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Nabity-Jensen Investment Management's VTI Position: Q2 2026 in Review

Nabity-Jensen Investment Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 4.4% in Q2 2026, selling an estimated $120K and leaving 7,387 shares worth $2.73M. The position accounts for 1.68% of the portfolio, ranked #16.

Nabity-Jensen Investment Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Nabity-Jensen Investment Management held 7,387 shares of Vanguard Total Stock Market ETF worth $2.73M as of Q2 2026.
  • Nabity-Jensen Investment Management sold 337 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $120K.
  • Vanguard Total Stock Market ETF made up 1.68% of Nabity-Jensen Investment Management's portfolio in Q2 2026, its #16 holding.
  • Nabity-Jensen Investment Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.