NBC Securities
VTI icon

NBC Securities’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

NBC Securities’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 		$8.39M Buy
22,408
+471
+2% +$177K 0.57% 23
2026
Q2 		$8.12M Buy
21,937
+761
+4% +$272K 0.55% 23
2026
Q1 		$6.79M Buy
21,176
+160
+0.8% +$53.7K 0.51% 27
2025
Q4 		$7.05M Sell
21,016
-3,994
-16% -$1.33M 0.53% 21
2025
Q3 		$8.21M Buy
25,010
+19,387
+345% +$6.12M 0.63% 17
2025
Q2 		$1.71M Buy
5,623
+75
+1% +$21.1K 0.14% 179
2025
Q1 		$1.52M Buy
5,548
+5,543
+110,860% +$1.61M 0.13% 173
2024
Q4 		$1.61K Sell
5
-5,170
-100% -$1.51M 0.15% 157
2024
Q3 		$1.46M Buy
5,175
+266
+5% +$72.6K 0.12% 173
2024
Q2 		$1.31M Buy
4,909
+153
+3% +$39.6K 0.12% 182
2024
Q1 		$1.24M Buy
4,756
+42
+0.9% +$10.4K 0.12% 188
2023
Q4 		$1.12M Buy
4,714
+72
+2% +$15.9K 0.11% 186
2023
Q3 		$985K Buy
+4,642
New +$1.03M 0.11% 188

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

NBC Securities's VTI Position: Q3 2026 in Review

NBC Securities increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q3 2026, buying an estimated $177K and bringing the position to 22,408 shares worth $8.39M. The position accounts for 0.57% of the portfolio, ranked #23.

NBC Securities first reported a position in VTI in Q3 2023 and has held it in 13 quarters since. 2,784 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • NBC Securities held 22,408 shares of Vanguard Morningstar Total Stock Market ETF worth $8.39M as of Q3 2026.
  • NBC Securities bought 471 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $177K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.57% of NBC Securities's portfolio in Q3 2026, its #23 holding.
  • NBC Securities first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 13 quarters since.
  • 2,784 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.