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

Nations 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 		$8.05M Buy
21,743
+780
+4% +$279K 0.38% 63
2026
Q1 		$6.73M Buy
20,963
+655
+3% +$220K 0.35% 67
2025
Q4 		$6.81M Buy
20,308
+1,348
+7% +$448K 0.36% 65
2025
Q3 		$6.22M Sell
18,960
-309
-2% -$97.6K 0.39% 59
2025
Q2 		$5.86M Buy
19,269
+269
+1% +$75.7K 0.4% 59
2025
Q1 		$5.22M Sell
19,000
-1,076
-5% -$313K 0.4% 58
2024
Q4 		$5.82M Sell
20,076
-21,100
-51% -$6.16M 0.43% 54
2024
Q3 		$11.7M Buy
41,176
+6,682
+19% +$1.82M 0.85% 22
2024
Q2 		$9.23M Buy
34,494
+2,934
+9% +$759K 0.75% 23
2024
Q1 		$8.2M Buy
31,560
+936
+3% +$232K 0.69% 24
2023
Q4 		$7.26M Buy
30,624
+1,982
+7% +$438K 0.67% 25
2023
Q3 		$6.08M Buy
28,642
+1,461
+5% +$323K 0.61% 26
2023
Q2 		$5.99M Buy
27,181
+1,041
+4% +$217K 0.59% 29
2023
Q1 		$5.34M Buy
26,140
+3,008
+13% +$602K 0.56% 30
2022
Q4 		$4.42M Buy
23,132
+3,840
+20% +$740K 0.5% 36
2022
Q3 		$3.46M Buy
19,292
+3,913
+25% +$780K 0.5% 37
2022
Q2 		$2.9M Buy
15,379
+2,574
+20% +$529K 0.39% 59
2022
Q1 		$2.92M Buy
12,805
+2,054
+19% +$462K 0.35% 64
2021
Q4 		$2.6M Buy
10,751
+1,041
+11% +$246K 0.34% 63
2021
Q3 		$2.16M Buy
9,710
+1,188
+14% +$271K 0.33% 67
2021
Q2 		$1.9M Buy
8,522
+1,137
+15% +$247K 0.32% 74
2021
Q1 		$1.53M Buy
7,385
+689
+10% +$139K 0.35% 66
2020
Q4 		$1.3M Sell
6,696
-491
-7% -$89.7K 0.34% 76
2020
Q3 		$1.22M Buy
7,187
+3,375
+89% +$568K 0.38% 69
2020
Q2 		$597K Sell
3,812
-1,121
-23% -$165K 0.21% 134
2020
Q1 		$636K Sell
4,933
-507
-9% -$78.4K 0.27% 113
2019
Q4 		$890K Sell
5,440
-328
-6% -$51.4K 0.31% 100
2019
Q3 		$889K Buy
5,768
+174
+3% +$26.2K 0.32% 94
2019
Q2 		$840K Buy
5,594
+1,452
+35% +$214K 0.56% 44
2019
Q1 		$599K Sell
4,142
-100
-2% -$14K 0.41% 68
2018
Q4 		$541K Buy
4,242
+2,388
+129% +$330K 0.43% 66
2018
Q3 		$278K Sell
1,854
-1
-0.1% -$147 0.2% 131
2018
Q2 		$260K Sell
1,855
-253
-12% -$35.3K 0.22% 129
2018
Q1 		$286K Sell
2,108
-23
-1% -$3.23K 0.26% 113
2017
Q4 		$293K Sell
2,131
-65
-3% -$8.7K 0.27% 115
2017
Q3 		$284K Sell
2,196
-113
-5% -$14.3K 0.28% 111
2017
Q2 		$287K Buy
+2,309
New +$285K 0.24% 126
2016
Q4 		– Sell
-7,453
Closed -$830K – 163
2016
Q3 		$830K Sell
7,453
-280
-4% -$31.1K 0.82% 38
2016
Q2 		$828K Sell
7,733
-240
-3% -$25.4K 0.87% 37
2016
Q1 		$836K Sell
7,973
-56
-0.7% -$5.55K 0.96% 29
2015
Q4 		$837K Buy
+8,029
New +$846K 1.09% 26

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

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

Nations Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, buying an estimated $279K and bringing the position to 21,743 shares worth $8.05M. The position accounts for 0.38% of the portfolio, ranked #63.

Nations Financial Group first reported a position in VTI in Q4 2015 and has held it in 41 quarters since. The position peaked at $11.7M in Q3 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Nations Financial Group held 21,743 shares of Vanguard Morningstar Total Stock Market ETF worth $8.05M as of Q2 2026.
  • Nations Financial Group bought 780 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $279K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of Nations Financial Group's portfolio in Q2 2026, its #63 holding.
  • Nations Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2015 and has held it in 41 quarters since.
  • Nations Financial Group's Vanguard Morningstar Total Stock Market ETF position peaked at $11.7M in Q3 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.