Hamilton Point Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hamilton Point Investment Advisors’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	$61.8K	Hold	167	–	–	0.01%	166
2026 Q1	$53.6K	Sell	167 -106	-39%	-$35.6K	0.01%	161
2025 Q4	$91.5K	Buy	273 +106	+63%	+$35.3K	0.01%	152
2025 Q3	$55K	Hold	167	–	–	0.01%	141
2025 Q2	$50.9K	Hold	167	–	–	0.01%	140
2025 Q1	$45.9K	Buy	+167	New	+$48.5K	0.01%	134

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

Hamilton Point Investment Advisors's VTI Position: Q2 2026 in Review

Hamilton Point Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 167 shares worth $61.8K. The position accounts for 0.01% of the portfolio, ranked #166.

Hamilton Point Investment Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $91.5K in Q4 2025. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hamilton Point Investment Advisors held 167 shares of Vanguard Morningstar Total Stock Market ETF worth $61.8K as of Q2 2026.
Hamilton Point Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #166 holding.
Hamilton Point Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
Hamilton Point Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $91.5K in Q4 2025.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.