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Nvest Financial’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nvest Financial's VTI Position: Q1 2026 in Review

Nvest Financial increased its Vanguard Total Stock Market ETF (VTI) stake by 0.36% in Q1 2026, buying an estimated $1.34K and bringing the position to 1,127 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #110.

Nvest Financial first reported a position in VTI in Q3 2024 and has held it in 7 quarters since. The position peaked at $569K in Q3 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Nvest Financial held 1,127 shares of Vanguard Total Stock Market ETF worth $361K as of Q1 2026.
  • Nvest Financial bought 4 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.34K.
  • Vanguard Total Stock Market ETF made up 0.13% of Nvest Financial's portfolio in Q1 2026, its #110 holding.
  • Nvest Financial first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 7 quarters since.
  • Nvest Financial's Vanguard Total Stock Market ETF position peaked at $569K in Q3 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Nvest Financial's 13F filing for Q1 2026, filed 28 Apr 2026.