North Berkeley Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

North Berkeley Wealth Management’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	$901K	Buy	2,434 +1	+0%	+$358	0.36%	37
2026 Q1	$781K	Buy	2,433 +177	+8%	+$59.4K	0.41%	36
2025 Q4	$756K	Sell	2,256 -366	-14%	-$122K	0.45%	34
2025 Q3	$860K	Sell	2,622 -101	-4%	-$31.9K	0.68%	24
2025 Q2	$828K	Buy	2,723 +22	+0.8%	+$6.19K	0.76%	24
2025 Q1	$742K	Sell	2,701 -89	-3%	-$25.9K	0.77%	23
2024 Q4	$809K	Buy	+2,790	New	+$814K	0.82%	22

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

North Berkeley Wealth Management's VTI Position: Q2 2026 in Review

North Berkeley Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q2 2026, buying an estimated $358 and bringing the position to 2,434 shares worth $901K. The position accounts for 0.36% of the portfolio, ranked #37.

North Berkeley Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

North Berkeley Wealth Management held 2,434 shares of Vanguard Morningstar Total Stock Market ETF worth $901K as of Q2 2026.
North Berkeley Wealth Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.36% of North Berkeley Wealth Management's portfolio in Q2 2026, its #37 holding.
North Berkeley Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on North Berkeley Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.