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

Noble Wealth Management PBC’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
Q3 		$56.1K Sell
150
-20
-12% -$7.5K 0.03% 258
2026
Q2 		$62.9K Sell
170
-17
-9% -$6.08K 0.03% 261
2026
Q1 		$60K Hold
187
– – 0.03% 242
2025
Q4 		$62.7K Hold
187
– – 0.03% 245
2025
Q3 		$61.4K Buy
+187
New +$59.1K 0.03% 228
2025
Q1 		$98.1K Buy
357
+170
+91% +$49.4K 0.07% 170
2024
Q4 		$54.2K Buy
+187
New +$54.6K 0.04% 187

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Noble Wealth Management PBC's VTI Position: Q3 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q3 2026, selling an estimated $7.5K and leaving 150 shares worth $56.1K. The position accounts for 0.03% of the portfolio, ranked #258.

Noble Wealth Management PBC first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $98.1K in Q1 2025. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Noble Wealth Management PBC held 150 shares of Vanguard Morningstar Total Stock Market ETF worth $56.1K as of Q3 2026.
  • Noble Wealth Management PBC sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Noble Wealth Management PBC's portfolio in Q3 2026, its #258 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Total Stock Market ETF position peaked at $98.1K in Q1 2025.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Noble Wealth Management PBC's 13F filing for Q3 2026, filed 1 Oct 2026.