NRW
VTI icon

Nova R Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Nova R Wealth’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 		$22.1M Buy
59,634
+2,723
+5% +$974K 6.44% 4
2026
Q1 		$18.3M Buy
56,911
+52,023
+1,064% +$17.5M 5.83% 6
2025
Q4 		$1.64M Buy
4,888
+2,782
+132% +$925K 0.6% 33
2025
Q3 		$691K Buy
2,106
+57
+3% +$18K 0.29% 47
2025
Q2 		$623K Buy
2,049
+27
+1% +$7.59K 0.29% 50
2025
Q1 		$556K Buy
2,022
+13
+0.6% +$3.78K 0.28% 50
2024
Q4 		$582K Buy
2,009
+141
+8% +$41.1K 0.29% 48
2024
Q3 		$529K Buy
1,868
+28
+2% +$7.64K 0.26% 49
2024
Q2 		$492K Buy
1,840
+128
+7% +$33.1K 0.25% 48
2024
Q1 		$445K Buy
1,712
+189
+12% +$46.8K 0.23% 53
2023
Q4 		$361K Sell
1,523
-37
-2% -$8.18K 0.23% 50
2023
Q3 		$331K Buy
1,560
+66
+4% +$14.6K 0.23% 49
2023
Q2 		$329K Buy
1,494
+56
+4% +$11.7K 0.22% 51
2023
Q1 		$293K Buy
1,438
+18
+1% +$3.6K 0.2% 60
2022
Q4 		$272K Buy
+1,420
New +$274K 0.2% 62
2022
Q3 		– Sell
-1,104
Closed -$208K – 73
2022
Q2 		$208K Buy
+1,104
New +$227K 0.17% 68

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
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
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Nova R Wealth's VTI Position: Q2 2026 in Review

Nova R Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 4.8% in Q2 2026, buying an estimated $974K and bringing the position to 59,634 shares worth $22.1M. The position accounts for 6.44% of the portfolio, ranked #4.

Nova R Wealth first reported a position in VTI in Q2 2022 and has held it in 16 quarters since. 894 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Nova R Wealth held 59,634 shares of Vanguard Total Stock Market ETF worth $22.1M as of Q2 2026.
  • Nova R Wealth bought 2,723 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $974K.
  • Vanguard Total Stock Market ETF made up 6.44% of Nova R Wealth's portfolio in Q2 2026, its #4 holding.
  • Nova R Wealth first reported a position in Vanguard Total Stock Market ETF in Q2 2022 and has held it in 16 quarters since.
  • 894 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Nova R Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.