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Nadler Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Nadler Financial Group’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 		$84.5M Sell
228,450
-928
-0.4% -$332K 7.17% 3
2026
Q1 		$73.6M Sell
229,378
-2,057
-0.9% -$690K 7.09% 3
2025
Q4 		$77.6M Sell
231,435
-3,001
-1% -$998K 7.22% 3
2025
Q3 		$76.9M Sell
234,436
-11,544
-5% -$3.65M 7.33% 3
2025
Q2 		$74.8M Sell
245,980
-14,081
-5% -$3.96M 7.65% 3
2025
Q1 		$71.5M Sell
260,061
-2,985
-1% -$867K 7.92% 2
2024
Q4 		$76.2M Buy
263,046
+3,695
+1% +$1.08M 8.03% 1
2024
Q3 		$73.4M Buy
259,351
+4,322
+2% +$1.18M 8.1% 2
2024
Q2 		$68.2M Buy
255,029
+5,404
+2% +$1.4M 8.02% 2
2024
Q1 		$64.9M Sell
249,625
-3,810
-2% -$943K 8% 2
2023
Q4 		$60.1M Buy
253,435
+4,935
+2% +$1.09M 8.1% 2
2023
Q3 		$52.8M Buy
248,500
+2,199
+0.9% +$487K 8% 2
2023
Q2 		$54.3M Buy
246,301
+5,171
+2% +$1.08M 7.93% 3
2023
Q1 		$49.2M Buy
241,130
+4,441
+2% +$889K 7.83% 3
2022
Q4 		$45.3M Buy
236,689
+80,167
+51% +$15.4M 7.9% 3
2022
Q3 		$28.1M Buy
156,522
+8,825
+6% +$1.76M 5.35% 8
2022
Q2 		$27.9M Buy
147,697
+5,951
+4% +$1.22M 5.13% 7
2022
Q1 		$32.3M Buy
141,746
+1,174
+0.8% +$264K 5.06% 8
2021
Q4 		$33.9M Buy
140,572
+3,826
+3% +$903K 5.01% 9
2021
Q3 		$30.4M Buy
136,746
+7,918
+6% +$1.81M 4.95% 9
2021
Q2 		$28.7M Buy
128,828
+14,405
+13% +$3.13M 4.7% 10
2021
Q1 		$23.6M Buy
114,423
+10,936
+11% +$2.21M 4.23% 10
2020
Q4 		$20.1M Buy
103,487
+8,248
+9% +$1.51M 3.85% 11
2020
Q3 		$16.2M Sell
95,239
-968
-1% -$163K 3.59% 12
2020
Q2 		$15.1M Buy
96,207
+6,972
+8% +$1.03M 3.76% 11
2020
Q1 		$11.5M Buy
89,235
+4,847
+6% +$749K 3.54% 11
2019
Q4 		$13.8M Buy
84,388
+6,752
+9% +$1.06M 3.41% 12
2019
Q3 		$11.7M Buy
77,636
+8,205
+12% +$1.24M 3.26% 11
2019
Q2 		$10.4M Buy
69,431
+2,615
+4% +$385K 3.01% 12
2019
Q1 		$9.67M Sell
66,816
-123,376
-65% -$17.2M 3.08% 11
2018
Q4 		$24.3M Sell
190,192
-3,425
-2% -$473K 7.96% 4
2018
Q3 		$29M Sell
193,617
-11,120
-5% -$1.64M 7.84% 5
2018
Q2 		$28.8M Buy
204,737
+17,902
+10% +$2.5M 8.14% 5
2018
Q1 		$25.4M Buy
186,835
+11,335
+6% +$1.59M 7.81% 5
2017
Q4 		$24.1M Sell
175,500
-9,319
-5% -$1.25M 7.35% 6
2017
Q3 		$23.9M Sell
184,819
-5,675
-3% -$719K 7.89% 5
2017
Q2 		$23.7M Sell
190,494
-353
-0.2% -$43.5K 8.07% 5
2017
Q1 		$23.2M Sell
190,847
-559
-0.3% -$66.9K 8.08% 5
2016
Q4 		$22.1M Buy
191,406
+10,770
+6% +$1.21M 8.18% 5
2016
Q3 		$20.1M Buy
180,636
+4,435
+3% +$492K 7.92% 5
2016
Q2 		$18.9M Buy
176,201
+4,164
+2% +$441K 7.97% 5
2016
Q1 		$18M Buy
172,037
+2,158
+1% +$214K 7.89% 5
2015
Q4 		$17.7M Buy
169,879
+11,667
+7% +$1.23M 7.99% 5
2015
Q3 		$15.6M Buy
158,212
+7,164
+5% +$752K 7.81% 5
2015
Q2 		$16.2M Buy
151,048
+10,797
+8% +$1.18M 7.64% 5
2015
Q1 		$15M Buy
140,251
+22,809
+19% +$2.44M 7.23% 6
2014
Q4 		$12.4M Buy
117,442
+31,576
+37% +$3.27M 6.45% 6
2014
Q3 		$8.69M Buy
85,866
+17,972
+26% +$1.84M 5.21% 7
2014
Q2 		$6.91M Sell
67,894
-6,990
-9% -$689K 4.34% 7
2014
Q1 		$7.3M Sell
74,884
-2,485
-3% -$238K 4.86% 6
2013
Q4 		$7.42M Buy
77,369
+14,080
+22% +$1.3M 4.8% 6
2013
Q3 		$5.55M Buy
63,289
+13,327
+27% +$1.16M 4.03% 7
2013
Q2 		$4.13M Buy
+49,962
New +$4.15M 2.91% 9

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 $44.6B AUM 28.94% 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

Nadler Financial Group's VTI Position: Q2 2026 in Review

Nadler Financial Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.4% in Q2 2026, selling an estimated $332K and leaving 228,450 shares worth $84.5M. The position accounts for 7.17% of the portfolio, ranked #3.

Nadler Financial Group first reported a position in VTI in Q2 2013 and has held it in 53 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Nadler Financial Group held 228,450 shares of Vanguard Morningstar Total Stock Market ETF worth $84.5M as of Q2 2026.
  • Nadler Financial Group sold 928 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $332K.
  • Vanguard Morningstar Total Stock Market ETF made up 7.17% of Nadler Financial Group's portfolio in Q2 2026, its #3 holding.
  • Nadler Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 53 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.