Hamrick Investment Counsel’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hamrick Investment Counsel’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	$154K	Sell	416 -3,248	-89%	-$1.16M	0.1%	72
2026 Q1	$1.18M	Buy	3,664 +3,204	+697%	+$1.07M	0.65%	43
2025 Q4	$154K	Buy	+460	New	+$153K	0.11%	68

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

Hamrick Investment Counsel's VTI Position: Q2 2026 in Review

Hamrick Investment Counsel reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 89% in Q2 2026, selling an estimated $1.16M and leaving 416 shares worth $154K. The position accounts for 0.1% of the portfolio, ranked #72.

Hamrick Investment Counsel first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.18M in Q1 2026. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hamrick Investment Counsel held 416 shares of Vanguard Morningstar Total Stock Market ETF worth $154K as of Q2 2026.
Hamrick Investment Counsel sold 3,248 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.16M.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Hamrick Investment Counsel's portfolio in Q2 2026, its #72 holding.
Hamrick Investment Counsel first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
Hamrick Investment Counsel's Vanguard Morningstar Total Stock Market ETF position peaked at $1.18M in Q1 2026.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hamrick Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.