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NorthAvenue LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History

NorthAvenue LLC’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 		$905K Buy
2,445
+1,567
+178% +$560K 0.65% 16
2026
Q1 		$282K Sell
878
-90
-9% -$30.2K 0.22% 22
2025
Q4 		$325K Buy
+968
New +$322K 0.27% 19

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

NorthAvenue LLC's VTI Position: Q2 2026 in Review

NorthAvenue LLC increased its Vanguard Total Stock Market ETF (VTI) stake by 178% in Q2 2026, buying an estimated $560K and bringing the position to 2,445 shares worth $905K. The position accounts for 0.65% of the portfolio, ranked #16.

NorthAvenue LLC first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 1,061 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • NorthAvenue LLC held 2,445 shares of Vanguard Total Stock Market ETF worth $905K as of Q2 2026.
  • NorthAvenue LLC bought 1,567 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $560K.
  • Vanguard Total Stock Market ETF made up 0.65% of NorthAvenue LLC's portfolio in Q2 2026, its #16 holding.
  • NorthAvenue LLC first reported a position in Vanguard Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,061 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.