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

Nvest Financial’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 		$418K Buy
1,130
+3
+0.3% +$1.07K 0.13% 109
2026
Q1 		$361K Buy
1,127
+4
+0.4% +$1.34K 0.13% 110
2025
Q4 		$377K Sell
1,123
-612
-35% -$204K 0.16% 98
2025
Q3 		$569K Buy
1,735
+675
+64% +$213K 0.33% 62
2025
Q2 		$322K Buy
1,060
+157
+17% +$44.2K 0.17% 86
2025
Q1 		$248K Buy
903
+3
+0.3% +$872 0.13% 90
2024
Q4 		$261K Buy
900
+5
+0.6% +$1.46K 0.13% 98
2024
Q3 		$253K Buy
+895
New +$244K 0.14% 86

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Nvest Financial's VTI Position: Q2 2026 in Review

Nvest Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, buying an estimated $1.07K and bringing the position to 1,130 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #109.

Nvest Financial first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $569K in Q3 2025. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Nvest Financial held 1,130 shares of Vanguard Morningstar Total Stock Market ETF worth $418K as of Q2 2026.
  • Nvest Financial bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Nvest Financial's portfolio in Q2 2026, its #109 holding.
  • Nvest Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • Nvest Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $569K in Q3 2025.
  • 3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.