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Natural Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Natural Investments’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 		$537K Buy
1,453
+13
+0.9% +$4.65K 0.12% 152
2026
Q1 		$461K Sell
1,440
-182
-11% -$61.1K 0.11% 168
2025
Q4 		$543K Buy
+1,622
New +$540K 0.14% 145
2025
Q3 		– Sell
-1,070
Closed -$325K – 295
2025
Q2 		$325K Sell
1,070
-64
-6% -$18K 0.08% 191
2025
Q1 		$311K Buy
+1,134
New +$329K 0.09% 186

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

Natural Investments's VTI Position: Q2 2026 in Review

Natural Investments increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.9% in Q2 2026, buying an estimated $4.65K and bringing the position to 1,453 shares worth $537K. The position accounts for 0.12% of the portfolio, ranked #152.

Natural Investments first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $543K in Q4 2025. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Natural Investments held 1,453 shares of Vanguard Morningstar Total Stock Market ETF worth $537K as of Q2 2026.
  • Natural Investments bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Natural Investments's portfolio in Q2 2026, its #152 holding.
  • Natural Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • Natural Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $543K in Q4 2025.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.