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Old North State Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Old North State Wealth Management’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 		$3.99M Buy
10,786
+4,581
+74% +$1.64M 1.71% 24
2026
Q1 		$1.99M Sell
6,205
-240
-4% -$80.5K 0.92% 36
2025
Q4 		$2.16M Buy
6,445
+526
+9% +$175K 1.02% 36
2025
Q3 		$1.94M Buy
5,919
+318
+6% +$100K 0.91% 36
2025
Q2 		$1.7M Buy
5,601
+710
+15% +$200K 0.89% 36
2025
Q1 		$1.34M Buy
4,891
+17
+0.3% +$4.94K 0.75% 42
2024
Q4 		$1.41M Buy
4,874
+104
+2% +$30.3K 0.79% 43
2024
Q3 		$1.35M Buy
4,770
+17
+0.4% +$4.64K 0.76% 42
2024
Q2 		$1.27M Hold
4,753
– – 0.84% 41
2024
Q1 		$1.24M Sell
4,753
-131
-3% -$32.4K 0.81% 40
2023
Q4 		$1.16M Buy
4,884
+21
+0.4% +$4.64K 0.86% 40
2023
Q3 		$1.03M Buy
4,863
+18
+0.4% +$3.98K 0.91% 37
2023
Q2 		$1.07M Buy
4,845
+18
+0.4% +$3.75K 0.94% 38
2023
Q1 		$985K Sell
4,827
-129
-3% -$25.8K 0.92% 37
2022
Q4 		$948K Buy
4,956
+24
+0.5% +$4.63K 0.95% 37
2022
Q3 		$885K Buy
4,932
+22
+0.4% +$4.38K 1.02% 33
2022
Q2 		$926K Buy
4,910
+19
+0.4% +$3.9K 1.06% 34
2022
Q1 		$1.11M Buy
4,891
+15
+0.3% +$3.37K 1.11% 33
2021
Q4 		$1.18M Buy
+4,876
New +$1.15M 1.19% 30

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

Old North State Wealth Management's VTI Position: Q2 2026 in Review

Old North State Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 74% in Q2 2026, buying an estimated $1.64M and bringing the position to 10,786 shares worth $3.99M. The position accounts for 1.71% of the portfolio, ranked #24.

Old North State Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 888 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Old North State Wealth Management held 10,786 shares of Vanguard Total Stock Market ETF worth $3.99M as of Q2 2026.
  • Old North State Wealth Management bought 4,581 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.64M.
  • Vanguard Total Stock Market ETF made up 1.71% of Old North State Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Old North State Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 888 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.