Navalign LLC
VTI icon

Navalign LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Navalign LLC’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
Q3 		$755K Buy
2,018
+68
+3% +$25.5K 0.17% 78
2026
Q2 		$722K Buy
1,950
+513
+36% +$183K 0.17% 79
2026
Q1 		$461K Buy
1,437
+14
+1% +$4.7K 0.12% 90
2025
Q4 		$477K Buy
1,423
+192
+16% +$63.9K 0.12% 93
2025
Q3 		$404K Hold
1,231
– – 0.11% 95
2025
Q2 		$374K Sell
1,231
-90
-7% -$25.3K 0.1% 91
2025
Q1 		$363K Sell
1,321
-15
-1% -$4.36K 0.1% 95
2024
Q4 		$387K Sell
1,336
-152
-10% -$44.3K 0.11% 96
2024
Q3 		$421K Buy
1,488
+2
+0.1% +$546 0.12% 94
2024
Q2 		$397K Buy
1,486
+153
+11% +$39.6K 0.13% 95
2024
Q1 		$346K Buy
1,333
+1
+0.1% +$247 0.11% 98
2023
Q4 		$316K Sell
1,332
-559
-30% -$124K 0.11% 109
2023
Q3 		$402K Buy
+1,891
New +$419K 0.15% 103
2021
Q2 		– Sell
-5,189
Closed -$1.07M – 128
2021
Q1 		$1.07M Buy
+5,189
New +$1.05M 0.47% 45

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Navalign LLC's VTI Position: Q3 2026 in Review

Navalign LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.5% in Q3 2026, buying an estimated $25.5K and bringing the position to 2,018 shares worth $755K. The position accounts for 0.17% of the portfolio, ranked #78.

Navalign LLC first reported a position in VTI in Q1 2021 and has held it in 14 quarters since. The position peaked at $1.07M in Q1 2021. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Navalign LLC held 2,018 shares of Vanguard Morningstar Total Stock Market ETF worth $755K as of Q3 2026.
  • Navalign LLC bought 68 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $25.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Navalign LLC's portfolio in Q3 2026, its #78 holding.
  • Navalign LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 14 quarters since.
  • Navalign LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $1.07M in Q1 2021.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.