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

Northwest Financial 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 Q2	$402K	Sell	1,087 -18	-2%	-$6.44K	0.05%	54
2026 Q1	$354K	Buy	1,105 +33	+3%	+$11.1K	0.68%	47
2025 Q4	$359K	Sell	1,072 -94	-8%	-$31.3K	0.74%	41
2025 Q3	$383K	Hold	1,166	–	–	0.49%	59
2025 Q2	$354K	Sell	1,166 -2,970	-72%	-$835K	0.49%	58
2025 Q1	$1.14M	Sell	4,136 -373	-8%	-$108K	0.94%	27
2024 Q4	$1.31M	Sell	4,509 -164	-4%	-$47.9K	1.08%	22
2024 Q3	$1.32M	Hold	4,673	–	–	1.05%	19
2024 Q2	$1.25M	Buy	4,673 +47	+1%	+$12.2K	1.27%	20
2024 Q1	$1.2M	Buy	4,626 +1	+0%	+$247	1.32%	19
2023 Q4	$1.1M	Buy	+4,625	New	+$1.02M	0.93%	18

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

Northwest Financial Advisors's VTI Position: Q2 2026 in Review

Northwest Financial Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q2 2026, selling an estimated $6.44K and leaving 1,087 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #54.

Northwest Financial Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q3 2024. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Northwest Financial Advisors held 1,087 shares of Vanguard Morningstar Total Stock Market ETF worth $402K as of Q2 2026.
Northwest Financial Advisors sold 18 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Northwest Financial Advisors's portfolio in Q2 2026, its #54 holding.
Northwest Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Northwest Financial Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.32M in Q3 2024.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Northwest Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.