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 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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hamilton Capital's VTI Position: Q1 2026 in Review

Hamilton Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 24% in Q1 2026, selling an estimated $118K and leaving 1,134 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #97.

Hamilton Capital first reported a position in VTI in Q3 2021 and has held it in 12 quarters since. The position peaked at $498K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Hamilton Capital held 1,134 shares of Vanguard Morningstar Total Stock Market ETF worth $364K as of Q1 2026.
Hamilton Capital sold 352 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $118K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Hamilton Capital's portfolio in Q1 2026, its #97 holding.
Hamilton Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 12 quarters since.
Hamilton Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $498K in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.