Hamilton Capital
VTI icon

Hamilton Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hamilton Capital’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
Q3 		$684K Sell
1,828
-103
-5% -$38.6K 0.04% 68
2026
Q2 		$715K Buy
1,931
+797
+70% +$285K 0.04% 62
2026
Q1 		$364K Sell
1,134
-352
-24% -$118K 0.02% 97
2025
Q4 		$498K Buy
+1,486
New +$494K 0.02% 76
2025
Q2 		$452K Buy
1,486
+56
+4% +$15.8K 0.02% 70
2025
Q1 		$393K Buy
1,430
+1
+0.1% +$291 0.02% 76
2024
Q4 		$414K Hold
1,429
– – 0.03% 65
2024
Q3 		$402K Hold
1,429
– – 0.03% 69
2024
Q2 		$382K Sell
1,429
-404
-22% -$105K 0.03% 64
2024
Q1 		$477K Buy
1,833
+727
+66% +$180K 0.04% 66
2023
Q4 		$262K Sell
1,106
-20
-2% -$4.42K 0.02% 103
2023
Q3 		$239K Buy
+1,126
New +$249K 0.02% 97
2022
Q1 		– Sell
-1,125
Closed -$272K – 154
2021
Q4 		$272K Sell
1,125
-7
-0.6% -$1.65K 0.02% 122
2021
Q3 		$251K Buy
+1,132
New +$258K 0.02% 75

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Hamilton Capital's VTI Position: Q3 2026 in Review

Hamilton Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.3% in Q3 2026, selling an estimated $38.6K and leaving 1,828 shares worth $684K. The position accounts for 0.04% of the portfolio, ranked #68.

Hamilton Capital first reported a position in VTI in Q3 2021 and has held it in 14 quarters since. The position peaked at $715K in Q2 2026. 2,627 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Hamilton Capital held 1,828 shares of Vanguard Morningstar Total Stock Market ETF worth $684K as of Q3 2026.
  • Hamilton Capital sold 103 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $38.6K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of Hamilton Capital's portfolio in Q3 2026, its #68 holding.
  • Hamilton Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 14 quarters since.
  • Hamilton Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $715K in Q2 2026.
  • 2,627 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.