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Noble Family Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Noble Family Wealth’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 		$491K Buy
1,327
+350
+36% +$125K 0.09% 54
2026
Q1 		$313K Buy
977
+290
+42% +$97.3K 0.06% 64
2025
Q4 		$230K Buy
687
+65
+10% +$21.6K 0.05% 77
2025
Q3 		$204K Buy
+622
New +$196K 0.05% 81

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Noble Family Wealth's VTI Position: Q2 2026 in Review

Noble Family Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 36% in Q2 2026, buying an estimated $125K and bringing the position to 1,327 shares worth $491K. The position accounts for 0.09% of the portfolio, ranked #54.

Noble Family Wealth first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 2,205 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Noble Family Wealth held 1,327 shares of Vanguard Morningstar Total Stock Market ETF worth $491K as of Q2 2026.
  • Noble Family Wealth bought 350 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Noble Family Wealth's portfolio in Q2 2026, its #54 holding.
  • Noble Family Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.