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

Nordwand 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
2025
Q3 		– Sell
-297
Closed -$90.5K – 188
2025
Q2 		$90.5K Buy
+297
New +$83.5K 0.01% 156

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Nordwand Advisors's VTI Position: Q3 2025 in Review

Nordwand Advisors sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 297 shares — an estimated $90.5K sold.

Nordwand Advisors first reported a position in VTI in Q2 2025 and held it in 1 quarter. The position peaked at $90.5K in Q2 2025. 3,257 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Nordwand Advisors reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
  • Nordwand Advisors sold 297 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $90.5K.
  • Nordwand Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and held it in 1 quarter.
  • Nordwand Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $90.5K in Q2 2025.
  • 3,257 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on Nordwand Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.