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 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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NWF Advisory Services's VTI Position: Q2 2026 in Review

NWF Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q2 2026, buying an estimated $1.43M and bringing the position to 30,084 shares worth $11.1M. The position accounts for 1.05% of the portfolio, ranked #23.

NWF Advisory Services first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. 3,681 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

NWF Advisory Services held 30,084 shares of Vanguard Morningstar Total Stock Market ETF worth $11.1M as of Q2 2026.
NWF Advisory Services bought 4,006 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.43M.
Vanguard Morningstar Total Stock Market ETF made up 1.05% of NWF Advisory Services's portfolio in Q2 2026, its #23 holding.
NWF Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
3,681 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.