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NBW Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History

NBW Capital’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
2025
Q2 		$362K Buy
+1,192
New +$335K 0.08% 77

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

NBW Capital's VTI Position: Q2 2025 in Review

NBW Capital opened a new position in Vanguard Total Stock Market ETF (VTI) in Q2 2025: 1,192 shares worth $362K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings.

3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • NBW Capital held 1,192 shares of Vanguard Total Stock Market ETF worth $362K as of Q2 2025.
  • Vanguard Total Stock Market ETF was a new NBW Capital position in Q2 2025.
  • Vanguard Total Stock Market ETF made up 0.08% of NBW Capital's portfolio in Q2 2025, its #77 holding.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on NBW Capital's 13F filing for Q2 2025, filed 13 Aug 2025.