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

Hamilton Wealth’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 		$1.35M Sell
4,208
-839
-17% -$281K 0.26% 45
2025
Q4 		$1.69M Sell
5,047
-113
-2% -$37.6K 0.32% 46
2025
Q3 		$1.69M Sell
5,160
-72
-1% -$22.7K 0.35% 41
2025
Q2 		$1.59M Sell
5,232
-1,089
-17% -$306K 0.36% 47
2025
Q1 		$1.74M Buy
6,321
+784
+14% +$228K 0.42% 37
2024
Q4 		$1.6M Buy
5,537
+377
+7% +$110K 0.39% 40
2024
Q3 		$1.46M Buy
5,160
+837
+19% +$228K 0.36% 41
2024
Q2 		$1.16M Buy
4,323
+171
+4% +$44.3K 0.31% 43
2024
Q1 		$1.08M Sell
4,152
-335
-7% -$82.9K 0.34% 44
2023
Q4 		$1.06M Sell
4,487
-31
-0.7% -$6.85K 0.33% 46
2023
Q3 		$960K Sell
4,518
-131
-3% -$29K 0.34% 44
2023
Q2 		$1.02M Sell
4,649
-670
-13% -$140K 0.36% 42
2023
Q1 		$1.09M Sell
5,319
-2,042
-28% -$409K 0.38% 40
2022
Q4 		$1.41M Sell
7,361
-2,304
-24% -$444K 0.57% 36
2022
Q3 		$1.74M Buy
9,665
+1,469
+18% +$293K 0.73% 29
2022
Q2 		$1.55M Buy
8,196
+1,542
+23% +$317K 0.6% 32
2022
Q1 		$1.51M Buy
6,654
+151
+2% +$34K 0.66% 27
2021
Q4 		$1.57M Buy
6,503
+3,679
+130% +$869K 0.7% 27
2021
Q3 		$627K Buy
2,824
+118
+4% +$26.9K 0.29% 35
2021
Q2 		$603K Buy
2,706
+502
+23% +$109K 0.28% 36
2021
Q1 		$456K Buy
+2,204
New +$446K 0.22% 40

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hamilton Wealth's VTI Position: Q1 2026 in Review

Hamilton Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 17% in Q1 2026, selling an estimated $281K and leaving 4,208 shares worth $1.35M. The position accounts for 0.26% of the portfolio, ranked #45.

Hamilton Wealth first reported a position in VTI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.74M in Q1 2025. 3,557 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Hamilton Wealth held 4,208 shares of Vanguard Morningstar Total Stock Market ETF worth $1.35M as of Q1 2026.
  • Hamilton Wealth sold 839 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $281K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Hamilton Wealth's portfolio in Q1 2026, its #45 holding.
  • Hamilton Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 21 quarters since.
  • Hamilton Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $1.74M in Q1 2025.
  • 3,557 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.