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H&H Retirement Design & Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

H&H Retirement Design & 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 		$477K Sell
1,324
-3
-0.2% -$1.07K 0.22% 60
2026
Q1 		$471K Sell
1,327
-883
-40% -$296K 0.22% 62
2025
Q4 		$757K Buy
2,210
+560
+34% +$186K 0.39% 45
2025
Q3 		$553K Sell
1,650
-47
-3% -$14.8K 0.29% 53
2025
Q2 		$525K Buy
+1,697
New +$477K 0.29% 50
2024
Q4 		– Sell
-710
Closed -$203K – 79
2024
Q3 		$203K Sell
710
-4,462
-86% -$1.22M 0.12% 74
2024
Q2 		$1.42M Hold
5,172
– – 0.87% 24
2024
Q1 		$1.28M Sell
5,172
-3,168
-38% -$784K 0.85% 25
2023
Q4 		$2.06M Sell
8,340
-1
-0% -$221 1.3% 21
2023
Q3 		$1.78M Sell
8,341
-513
-6% -$114K 1.23% 19
2023
Q2 		$1.99M Sell
8,854
-171
-2% -$35.7K 1.32% 19
2023
Q1 		$1.86M Sell
9,025
-68,162
-88% -$13.6M 1.18% 19
2022
Q4 		$15.4M Sell
77,187
-1,231
-2% -$237K 13.03% 2
2022
Q3 		$14.1M Sell
78,418
-16,205
-17% -$3.23M 13.25% 2
2022
Q2 		$19.5M Sell
94,623
-6,371
-6% -$1.31M 14.22% 2
2022
Q1 		$22.7M Sell
100,994
-2,634
-3% -$592K 15.47% 2
2021
Q4 		$22.4M Buy
103,628
+64,431
+164% +$15.2M 14.18% 2
2021
Q3 		$8.81M Buy
39,197
+308
+0.8% +$70.2K 5.42% 4
2021
Q2 		$8.75M Sell
38,889
-837
-2% -$182K 5.36% 4
2021
Q1 		$8.53M Buy
+39,726
New +$8.04M 5.12% 4
2020
Q3 		$6.19M Sell
36,343
-4,921
-12% -$828K 4.86% 5
2020
Q2 		$6.46M Sell
41,264
-1,287
-3% -$190K 5.72% 4
2020
Q1 		$5.49M Buy
+42,551
New +$6.58M 5.2% 4

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

H&H Retirement Design & Management's VTI Position: Q2 2026 in Review

H&H Retirement Design & Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.23% in Q2 2026, selling an estimated $1.07K and leaving 1,324 shares worth $477K. The position accounts for 0.22% of the portfolio, ranked #60.

H&H Retirement Design & Management first reported a position in VTI in Q1 2020 and has held it in 23 quarters since. The position peaked at $22.7M in Q1 2022. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • H&H Retirement Design & Management held 1,324 shares of Vanguard Morningstar Total Stock Market ETF worth $477K as of Q2 2026.
  • H&H Retirement Design & Management sold 3 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.07K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of H&H Retirement Design & Management's portfolio in Q2 2026, its #60 holding.
  • H&H Retirement Design & Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 23 quarters since.
  • H&H Retirement Design & Management's Vanguard Morningstar Total Stock Market ETF position peaked at $22.7M in Q1 2022.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on H&H Retirement Design & Management's 13F filing for Q2 2026, filed 31 Jul 2026.