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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
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

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

Navalign LLC's VTI Position: Q2 2026 in Review

Navalign LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 36% in Q2 2026, buying an estimated $183K and bringing the position to 1,950 shares worth $722K. The position accounts for 0.17% of the portfolio, ranked #79.

Navalign LLC first reported a position in VTI in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.07M in Q1 2021. 2,634 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Navalign LLC held 1,950 shares of Vanguard Morningstar Total Stock Market ETF worth $722K as of Q2 2026.
  • Navalign LLC bought 513 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $183K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Navalign LLC's portfolio in Q2 2026, its #79 holding.
  • Navalign LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 13 quarters since.
  • Navalign LLC's Vanguard Morningstar Total Stock Market ETF position peaked at $1.07M in Q1 2021.
  • 2,634 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Navalign LLC's 13F filing for Q2 2026, filed 28 Jul 2026.