NBW Capital’s Vanguard Morningstar 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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBW Capital's VTI Position: Q2 2025 in Review

NBW Capital opened a new position in Vanguard Morningstar 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.

3,223 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

NBW Capital held 1,192 shares of Vanguard Morningstar Total Stock Market ETF worth $362K as of Q2 2025.
Vanguard Morningstar Total Stock Market ETF was a new NBW Capital position in Q2 2025.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of NBW Capital's portfolio in Q2 2025, its #77 holding.
3,223 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

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