Nalls Sherbakoff Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Nalls Sherbakoff 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
2025 Q4	$138K	Hold	412	–	–	0.1%	127
2025 Q3	$135K	Hold	412	–	–	0.09%	123
2025 Q2	$125K	Hold	412	–	–	0.09%	123
2025 Q1	$113K	Buy	+412	New	+$120K	0.09%	118
2023 Q4	$111K	Buy	468 +1	+0.2%	+$221	0.1%	111
2023 Q3	$99.3K	Hold	467	–	–	0.1%	113
2023 Q2	$96.7K	Hold	467	–	–	0.1%	114
2023 Q1	$93.9K	Buy	+467	New	+$93.5K	0.09%	116
2018 Q4	$563K	Buy	+4,409	New	+$609K	0.9%	26

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nalls Sherbakoff Group's VTI Position: Q4 2025 in Review

Nalls Sherbakoff Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2025 at 412 shares worth $138K. The position accounts for 0.1% of the portfolio, ranked #127.

Nalls Sherbakoff Group first reported a position in VTI in Q4 2018 and has held it in 9 quarters since. The position peaked at $563K in Q4 2018. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Nalls Sherbakoff Group held 412 shares of Vanguard Morningstar Total Stock Market ETF worth $138K as of Q4 2025.
Nalls Sherbakoff Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #127 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Total Stock Market ETF position peaked at $563K in Q4 2018.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.