NWF Advisory Services’s Vanguard 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 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

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 New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NWF Advisory Services's VTI Position: Q1 2026 in Review

NWF Advisory Services increased its Vanguard Total Stock Market ETF (VTI) stake by 5.5% in Q1 2026, buying an estimated $454K and bringing the position to 26,078 shares worth $8.37M. The position accounts for 0.94% of the portfolio, ranked #27.

NWF Advisory Services first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $9.43M in Q2 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

NWF Advisory Services held 26,078 shares of Vanguard Total Stock Market ETF worth $8.37M as of Q1 2026.
NWF Advisory Services bought 1,352 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $454K.
Vanguard Total Stock Market ETF made up 0.94% of NWF Advisory Services's portfolio in Q1 2026, its #27 holding.
NWF Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Vanguard Total Stock Market ETF position peaked at $9.43M in Q2 2025.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.