NWF Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

NWF Advisory Services’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 Q3	$9.13M	Sell	24,389 -5,695	-19%	-$2.13M	0.85%	29
2026 Q2	$11.1M	Buy	30,084 +4,006	+15%	+$1.43M	1.05%	23
2026 Q1	$8.37M	Buy	26,078 +1,352	+5%	+$454K	0.94%	27
2025 Q4	$8.29M	Sell	24,726 -804	-3%	-$267K	0.92%	28
2025 Q3	$8.38M	Sell	25,530 -5,484	-18%	-$1.73M	0.92%	28
2025 Q2	$9.43M	Buy	31,014 +4,672	+18%	+$1.31M	1.12%	24
2025 Q1	$7.24M	Buy	26,342 +288	+1%	+$83.7K	1.02%	23
2024 Q4	$7.55M	Buy	26,054 +5,895	+29%	+$1.72M	1.11%	30
2024 Q3	$5.71M	Sell	20,159 -512	-2%	-$140K	0.83%	31
2024 Q2	$5.53M	Buy	20,671 +625	+3%	+$162K	0.88%	30
2024 Q1	$5.21M	Buy	20,046 +4,580	+30%	+$1.13M	0.87%	30
2023 Q4	$3.67M	Buy	15,466 +5,099	+49%	+$1.13M	0.73%	34
2023 Q3	$2.2M	Buy	10,367 +178	+2%	+$39.4K	0.52%	40
2023 Q2	$2.24M	Hold	10,189	–	–	0.52%	40
2023 Q1	$2.24M	Buy	+10,189	New	+$2.04M	0.52%	40

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

NWF Advisory Services's VTI Position: Q3 2026 in Review

NWF Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 19% in Q3 2026, selling an estimated $2.13M and leaving 24,389 shares worth $9.13M. The position accounts for 0.85% of the portfolio, ranked #29.

NWF Advisory Services first reported a position in VTI in Q1 2023 and has held it in 15 quarters since. The position peaked at $11.1M in Q2 2026. 893 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

NWF Advisory Services held 24,389 shares of Vanguard Morningstar Total Stock Market ETF worth $9.13M as of Q3 2026.
NWF Advisory Services sold 5,695 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.13M.
Vanguard Morningstar Total Stock Market ETF made up 0.85% of NWF Advisory Services's portfolio in Q3 2026, its #29 holding.
NWF Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 15 quarters since.
NWF Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $11.1M in Q2 2026.
893 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.