NWM
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NRI Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

NRI 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
2025
Q4 		$5.54M Sell
16,530
-293
-2% -$97.5K 2.83% 12
2025
Q3 		$5.52M Sell
16,823
-11,086
-40% -$3.5M 2.95% 11
2025
Q2 		$8.48M Buy
27,909
+1,564
+6% +$440K 5.12% 5
2025
Q1 		$7.24M Sell
26,345
-7,620
-22% -$2.21M 5.36% 6
2024
Q4 		$9.84M Buy
+33,965
New +$9.91M 6.79% 5
2024
Q2 		$8.18M Buy
30,569
+1,885
+7% +$488K 6.34% 5
2024
Q1 		$7.46M Buy
28,684
+851
+3% +$211K 6.3% 5
2023
Q4 		$6.6M Buy
+27,833
New +$6.15M 6.59% 4

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NRI Wealth Management's VTI Position: Q4 2025 in Review

NRI Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.7% in Q4 2025, selling an estimated $97.5K and leaving 16,530 shares worth $5.54M. The position accounts for 2.83% of the portfolio, ranked #12.

NRI Wealth Management first reported a position in VTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $9.84M in Q4 2024. 3,568 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • NRI Wealth Management held 16,530 shares of Vanguard Total Stock Market ETF worth $5.54M as of Q4 2025.
  • NRI Wealth Management sold 293 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $97.5K.
  • Vanguard Total Stock Market ETF made up 2.83% of NRI Wealth Management's portfolio in Q4 2025, its #12 holding.
  • NRI Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 8 quarters since.
  • NRI Wealth Management's Vanguard Total Stock Market ETF position peaked at $9.84M in Q4 2024.
  • 3,568 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on NRI Wealth Management's 13F filing for Q4 2025, filed 22 Jan 2026.