Net Worth Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Net Worth Advisory Group’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	$1.36M	Buy	3,636 +1,050	+41%	+$394K	0.34%	55
2026 Q2	$957K	Sell	2,586 -1,059	-29%	-$379K	0.24%	85
2026 Q1	$1.17M	Sell	3,645 -13,031	-78%	-$4.37M	0.24%	78
2025 Q4	$5.59M	Buy	16,676 +14,342	+614%	+$4.77M	1.13%	17
2025 Q3	$766K	Sell	2,334 -4,511	-66%	-$1.42M	0.22%	94
2025 Q2	$2.08M	Buy	6,845 +4,448	+186%	+$1.25M	0.46%	49
2025 Q1	$659K	Sell	2,397 -6,214	-72%	-$1.81M	0.21%	104
2024 Q4	$2.5M	Buy	8,611 +6,218	+260%	+$1.81M	0.76%	21
2024 Q3	$677K	Buy	+2,393	New	+$653K	0.2%	126

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Net Worth Advisory Group's VTI Position: Q3 2026 in Review

Net Worth Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 41% in Q3 2026, buying an estimated $394K and bringing the position to 3,636 shares worth $1.36M. The position accounts for 0.34% of the portfolio, ranked #55.

Net Worth Advisory Group first reported a position in VTI in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.59M in Q4 2025. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Net Worth Advisory Group held 3,636 shares of Vanguard Morningstar Total Stock Market ETF worth $1.36M as of Q3 2026.
Net Worth Advisory Group bought 1,050 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $394K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Net Worth Advisory Group's portfolio in Q3 2026, its #55 holding.
Net Worth Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 9 quarters since.
Net Worth Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $5.59M in Q4 2025.
2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.