NerdWallet Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

NerdWallet Wealth Partners’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	$10.1M	Sell	27,384 -435	-2%	-$156K	3.49%	6
2026 Q1	$8.93M	Sell	27,819 -10,601	-28%	-$3.56M	3.89%	6
2025 Q4	$12.9M	Sell	38,420 -119	-0.3%	-$39.6K	5.77%	5
2025 Q3	$12.6M	Buy	+38,539	New	+$12.2M	6.2%	5

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

NerdWallet Wealth Partners's VTI Position: Q2 2026 in Review

NerdWallet Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $156K and leaving 27,384 shares worth $10.1M. The position accounts for 3.49% of the portfolio, ranked #6.

NerdWallet Wealth Partners first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. The position peaked at $12.9M in Q4 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

NerdWallet Wealth Partners held 27,384 shares of Vanguard Morningstar Total Stock Market ETF worth $10.1M as of Q2 2026.
NerdWallet Wealth Partners sold 435 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $156K.
Vanguard Morningstar Total Stock Market ETF made up 3.49% of NerdWallet Wealth Partners's portfolio in Q2 2026, its #6 holding.
NerdWallet Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
NerdWallet Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $12.9M in Q4 2025.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on NerdWallet Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.