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Norden Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Norden 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 		$533K Sell
1,440
-29
-2% -$10.4K 0.04% 357
2026
Q1 		$471K Sell
1,469
-286
-16% -$96K 0.05% 340
2025
Q4 		$589K Buy
1,755
+11
+0.6% +$3.66K 0.06% 305
2025
Q3 		$572K Buy
1,744
+5
+0.3% +$1.58K 0.06% 312
2025
Q2 		$529K Sell
1,739
-423
-20% -$119K 0.06% 324
2025
Q1 		$594K Buy
2,162
+63
+3% +$18.3K 0.07% 271
2024
Q4 		$608K Buy
2,099
+301
+17% +$87.8K 0.07% 299
2024
Q3 		$509K Buy
1,798
+76
+4% +$20.7K 0.06% 315
2024
Q2 		$461K Sell
1,722
-161
-9% -$41.7K 0.09% 232
2024
Q1 		$490K Buy
+1,883
New +$466K 0.1% 239

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

Norden Group's VTI Position: Q2 2026 in Review

Norden Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $10.4K and leaving 1,440 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #357.

Norden Group first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. The position peaked at $608K in Q4 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Norden Group held 1,440 shares of Vanguard Morningstar Total Stock Market ETF worth $533K as of Q2 2026.
  • Norden Group sold 29 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Norden Group's portfolio in Q2 2026, its #357 holding.
  • Norden Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
  • Norden Group's Vanguard Morningstar Total Stock Market ETF position peaked at $608K in Q4 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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