Nicholson Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Nicholson Wealth Management 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	$4.16M	Hold	11,239	–	–	2.45%	3
2026 Q1	$3.61M	Hold	11,239	–	–	2.1%	3
2025 Q4	$3.77M	Buy	11,239 +245	+2%	+$81.5K	2.21%	3
2025 Q3	$3.61M	Hold	10,994	–	–	2.11%	4
2025 Q2	$3.34M	Buy	10,994 +66	+0.6%	+$18.6K	2.06%	4
2025 Q1	$3M	Hold	10,928	–	–	1.97%	3
2024 Q4	$3.17M	Sell	10,928 -543	-5%	-$158K	2.12%	3
2024 Q3	$3.25M	Buy	+11,471	New	+$3.13M	2.67%	3

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

Nicholson Wealth Management Group's VTI Position: Q2 2026 in Review

Nicholson Wealth Management Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 11,239 shares worth $4.16M. The position accounts for 2.45% of the portfolio, ranked #3.

Nicholson Wealth Management Group first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Nicholson Wealth Management Group held 11,239 shares of Vanguard Morningstar Total Stock Market ETF worth $4.16M as of Q2 2026.
Nicholson Wealth Management Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 2.45% of Nicholson Wealth Management Group's portfolio in Q2 2026, its #3 holding.
Nicholson Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.