Nisa Investment Advisors
VTI icon

Nisa Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Nisa Investment 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 		$50.2M Buy
135,614
+186
+0.1% +$66.5K 0.16% 70
2026
Q1 		$43.4M Sell
135,428
-700
-0.5% -$235K 0.16% 77
2025
Q4 		$45.6M Buy
136,128
+51,159
+60% +$17M 0.15% 79
2025
Q3 		$28M Buy
84,969
+170
+0.2% +$53.7K 0.11% 122
2025
Q2 		$25.9M Hold
84,799
– – 0.12% 128
2025
Q1 		$23.3M Buy
84,799
+210
+0.2% +$61K 0.12% 147
2024
Q4 		$24.5M Sell
84,589
-22,856
-21% -$6.67M 0.1% 162
2024
Q3 		$30.5M Buy
107,445
+26,490
+33% +$7.23M 0.18% 117
2024
Q2 		$21.7M Sell
80,955
-28,315
-26% -$7.33M 0.14% 155
2024
Q1 		$28.4M Buy
+109,270
New +$27M 0.18% 120
2023
Q1 		– Sell
-365,412
Closed -$69.9M – 2728
2022
Q4 		$69.9M Sell
365,412
-2,231,562
-86% -$430M 0.55% 27
2022
Q3 		$469M Buy
+2,596,974
New +$518M 3.99% 3

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nisa Investment Advisors's VTI Position: Q2 2026 in Review

Nisa Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q2 2026, buying an estimated $66.5K and bringing the position to 135,614 shares worth $50.2M. The position accounts for 0.16% of the portfolio, ranked #70.

Nisa Investment Advisors first reported a position in VTI in Q3 2022 and has held it in 12 quarters since. The position peaked at $469M in Q3 2022. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Nisa Investment Advisors held 135,614 shares of Vanguard Morningstar Total Stock Market ETF worth $50.2M as of Q2 2026.
  • Nisa Investment Advisors bought 186 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $66.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.16% of Nisa Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Nisa Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 12 quarters since.
  • Nisa Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $469M in Q3 2022.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.