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
2026 Q2	$153K	Hold	412	–	–	0.11%	110
2026 Q1	$132K	Hold	412	–	–	0.1%	123
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

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

Nalls Sherbakoff Group's VTI Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 412 shares worth $153K. The position accounts for 0.11% of the portfolio, ranked #110.

Nalls Sherbakoff Group first reported a position in VTI in Q4 2018 and has held it in 11 quarters since. The position peaked at $563K in Q4 2018. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Nalls Sherbakoff Group held 412 shares of Vanguard Morningstar Total Stock Market ETF worth $153K as of Q2 2026.
Nalls Sherbakoff Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #110 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Total Stock Market ETF position peaked at $563K in Q4 2018.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.