NIA Impact Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

NIA Impact Advisors’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	$16.1M	Hold	43,575	–	–	6.68%	1
2026 Q1	$14M	Hold	43,575	–	–	6.22%	1
2025 Q4	$14.6M	Hold	43,575	–	–	4.9%	1
2025 Q3	$14.3M	Hold	43,575	–	–	4.65%	1
2025 Q2	$13.2M	Hold	43,575	–	–	4.58%	1
2025 Q1	$12M	Sell	43,575 -10	-0%	-$2.9K	4.45%	1
2024 Q4	$12.6M	Sell	43,585 -844	-2%	-$246K	4.11%	2
2024 Q3	$12.6M	Hold	44,429	–	–	4.18%	2
2024 Q2	$11.9M	Buy	44,429 +10	+0%	+$2.59K	4.27%	2
2024 Q1	$11.5M	Buy	+44,419	New	+$11M	4.6%	1
2023 Q2	$9.86M	Hold	44,419	–	–	5.61%	2
2023 Q1	$9.07M	Hold	44,419	–	–	4.89%	1
2022 Q4	$8.49M	Hold	44,419	–	–	4.93%	1
2022 Q3	$7.97M	Hold	44,419	–	–	4.92%	1
2022 Q2	$8.38M	Sell	44,419 -8,299	-16%	-$1.71M	5.03%	1
2022 Q1	$12M	Hold	52,718	–	–	5.82%	1
2021 Q4	$12M	Buy	52,718 +8,299	+19%	+$1.96M	6.36%	1
2021 Q3	$9.86M	Hold	44,419	–	–	4.21%	3
2021 Q2	$9.9M	Hold	44,419	–	–	4.83%	2
2021 Q1	$9.18M	Sell	44,419 -3,000	-6%	-$607K	4.97%	2
2020 Q4	$9.4M	Buy	+47,419	New	+$8.67M	4.9%	2

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

NIA Impact Advisors's VTI Position: Q2 2026 in Review

NIA Impact Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 43,575 shares worth $16.1M. The position accounts for 6.68% of the portfolio, ranked #1.

NIA Impact Advisors first reported a position in VTI in Q4 2020 and has held it in 21 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

NIA Impact Advisors held 43,575 shares of Vanguard Morningstar Total Stock Market ETF worth $16.1M as of Q2 2026.
NIA Impact Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 6.68% of NIA Impact Advisors's portfolio in Q2 2026, its #1 holding.
NIA Impact Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on NIA Impact Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.