NWAG
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Net Worth Advisory Group’s Vanguard 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
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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Net Worth Advisory Group's VTI Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Total Stock Market ETF (VTI) stake by 29% in Q2 2026, selling an estimated $379K and leaving 2,586 shares worth $957K. The position accounts for 0.24% of the portfolio, ranked #85.

Net Worth Advisory Group first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.59M in Q4 2025. 839 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Net Worth Advisory Group held 2,586 shares of Vanguard Total Stock Market ETF worth $957K as of Q2 2026.
  • Net Worth Advisory Group sold 1,059 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $379K.
  • Vanguard Total Stock Market ETF made up 0.24% of Net Worth Advisory Group's portfolio in Q2 2026, its #85 holding.
  • Net Worth Advisory Group first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Net Worth Advisory Group's Vanguard Total Stock Market ETF position peaked at $5.59M in Q4 2025.
  • 839 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.