NWMG
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National Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

National Wealth Management 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 		$4.77M Buy
12,896
+73
+0.6% +$26.1K 1.48% 14
2026
Q1 		$4.11M Buy
12,823
+283
+2% +$95K 1.53% 14
2025
Q4 		$4.2M Sell
12,540
-244
-2% -$81.2K 1.46% 16
2025
Q3 		$4.2M Buy
12,784
+1,498
+13% +$473K 1.58% 15
2025
Q2 		$3.43M Buy
11,286
+140
+1% +$39.4K 1.92% 11
2025
Q1 		$3.06M Buy
11,146
+8
+0.1% +$2.32K 2.01% 13
2024
Q4 		$3.23M Sell
11,138
-438
-4% -$128K 2.15% 11
2024
Q3 		$3.28M Buy
11,576
+1,770
+18% +$483K 2.22% 10
2024
Q2 		$2.62M Sell
9,806
-851
-8% -$220K 2% 12
2024
Q1 		$2.77M Sell
10,657
-125
-1% -$30.9K 2.15% 12
2023
Q4 		$2.56M Buy
10,782
+591
+6% +$131K 2.47% 7
2023
Q3 		$2.16M Sell
10,191
-225
-2% -$49.8K 2.35% 8
2023
Q2 		$2.31M Sell
10,416
-1,750
-14% -$365K 2.4% 8
2023
Q1 		$2.48M Buy
12,166
+1,229
+11% +$246K 2.84% 5
2022
Q4 		$2.09M Sell
10,937
-747
-6% -$144K 2.51% 7
2022
Q3 		$2.1M Buy
11,684
+966
+9% +$193K 2.73% 8
2022
Q2 		$2.02M Sell
10,718
-460
-4% -$94.5K 2.55% 9
2022
Q1 		$2.54M Sell
11,178
-255
-2% -$57.3K 2.45% 10
2021
Q4 		$2.76M Buy
+11,433
New +$2.7M 2.59% 4

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

National Wealth Management Group's VTI Position: Q2 2026 in Review

National Wealth Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.57% in Q2 2026, buying an estimated $26.1K and bringing the position to 12,896 shares worth $4.77M. The position accounts for 1.48% of the portfolio, ranked #14.

National Wealth Management Group first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • National Wealth Management Group held 12,896 shares of Vanguard Morningstar Total Stock Market ETF worth $4.77M as of Q2 2026.
  • National Wealth Management Group bought 73 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $26.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.48% of National Wealth Management Group's portfolio in Q2 2026, its #14 holding.
  • National Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.