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NDVR Inc’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

NDVR Inc’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
Q4 		$3.79M Sell
11,290
-451
-4% -$150K 3.14% 8
2025
Q3 		$3.85M Buy
11,741
+6,964
+146% +$2.2M 3.21% 8
2025
Q2 		$1.45M Sell
4,777
-118
-2% -$33.2K 1.36% 11
2025
Q1 		$1.35M Sell
4,895
-1,245
-20% -$362K 1.37% 11
2024
Q4 		$1.78M Sell
6,140
-424
-6% -$124K 1.7% 10
2024
Q3 		$1.85M Sell
6,564
-221
-3% -$60.3K 1.9% 9
2024
Q2 		$1.82M Sell
6,785
-114
-2% -$29.5K 1.89% 9
2024
Q1 		$1.79M Buy
6,899
+1,644
+31% +$407K 1.71% 9
2023
Q4 		$1.25M Buy
+5,255
New +$1.16M 1.49% 10

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

NDVR Inc's VTI Position: Q4 2025 in Review

NDVR Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.8% in Q4 2025, selling an estimated $150K and leaving 11,290 shares worth $3.79M. The position accounts for 3.14% of the portfolio, ranked #8.

NDVR Inc first reported a position in VTI in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.85M in Q3 2025. 3,583 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • NDVR Inc held 11,290 shares of Vanguard Morningstar Total Stock Market ETF worth $3.79M as of Q4 2025.
  • NDVR Inc sold 451 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $150K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.14% of NDVR Inc's portfolio in Q4 2025, its #8 holding.
  • NDVR Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
  • NDVR Inc's Vanguard Morningstar Total Stock Market ETF position peaked at $3.85M in Q3 2025.
  • 3,583 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.