North Ridge Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

North Ridge Wealth 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
2026 Q1	$1.6M	Buy	4,980 +352	+8%	+$118K	0.9%	20
2025 Q4	$1.55M	Sell	4,628 -131	-3%	-$43.6K	0.87%	20
2025 Q3	$1.56M	Buy	4,759 +4	+0.1%	+$1.26K	0.89%	19
2025 Q2	$1.45M	Buy	4,755 +258	+6%	+$72.6K	0.89%	19
2025 Q1	$1.24M	Sell	4,497 -182	-4%	-$52.9K	0.83%	19
2024 Q4	$1.36M	Sell	4,679 -339	-7%	-$98.9K	0.94%	18
2024 Q3	$1.42M	Sell	5,018 -257	-5%	-$70.1K	0.97%	20
2024 Q2	$1.41M	Sell	5,275 -78	-1%	-$20.2K	1.07%	19
2024 Q1	$1.39M	Hold	5,353	–	–	1.08%	19
2023 Q4	$1.27M	Sell	5,353 -560	-9%	-$124K	1.06%	19
2023 Q3	$1.26M	Sell	5,913 -150	-2%	-$33.2K	1.22%	15
2023 Q2	$1.34M	Sell	6,063 -51	-0.8%	-$10.6K	1.28%	15
2023 Q1	$1.25M	Buy	+6,114	New	+$1.22M	1.25%	16

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

North Ridge Wealth Advisors's VTI Position: Q1 2026 in Review

North Ridge Wealth Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 7.6% in Q1 2026, buying an estimated $118K and bringing the position to 4,980 shares worth $1.6M. The position accounts for 0.9% of the portfolio, ranked #20.

North Ridge Wealth Advisors first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

North Ridge Wealth Advisors held 4,980 shares of Vanguard Total Stock Market ETF worth $1.6M as of Q1 2026.
North Ridge Wealth Advisors bought 352 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $118K.
Vanguard Total Stock Market ETF made up 0.9% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #20 holding.
North Ridge Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.