Hager Investment Management Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hager Investment Management 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	$795K	Hold	2,148	–	–	0.37%	62
2026 Q1	$689K	Hold	2,148	–	–	0.38%	63
2025 Q4	$720K	Hold	2,148	–	–	0.39%	60
2025 Q3	$705K	Hold	2,148	–	–	0.38%	58
2025 Q2	$653K	Sell	2,148 -85	-4%	-$23.9K	0.39%	55
2025 Q1	$614K	Buy	2,233 +100	+5%	+$29.1K	0.43%	54
2024 Q4	$618K	Buy	+2,133	New	+$622K	0.39%	54

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

Hager Investment Management Services's VTI Position: Q2 2026 in Review

Hager Investment Management Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,148 shares worth $795K. The position accounts for 0.37% of the portfolio, ranked #62.

Hager Investment Management Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hager Investment Management Services held 2,148 shares of Vanguard Morningstar Total Stock Market ETF worth $795K as of Q2 2026.
Hager Investment Management Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.37% of Hager Investment Management Services's portfolio in Q2 2026, its #62 holding.
Hager Investment Management Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hager Investment Management Services's 13F filing for Q2 2026, filed 20 Jul 2026.