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Hansen & Associates Financial Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hansen & Associates Financial Group’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 		$3.63M Buy
9,771
+8,100
+485% +$2.9M 2.08% 8
2026
Q1 		$541K Sell
1,671
-2,797
-63% -$938K 0.29% 37
2025
Q4 		$1.53M Buy
4,468
+662
+17% +$220K 0.83% 28
2025
Q3 		$1.28M Buy
+3,806
New +$1.2M 0.54% 33

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hansen & Associates Financial Group's VTI Position: Q2 2026 in Review

Hansen & Associates Financial Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 485% in Q2 2026, buying an estimated $2.9M and bringing the position to 9,771 shares worth $3.63M. The position accounts for 2.08% of the portfolio, ranked #8.

Hansen & Associates Financial Group first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hansen & Associates Financial Group held 9,771 shares of Vanguard Morningstar Total Stock Market ETF worth $3.63M as of Q2 2026.
  • Hansen & Associates Financial Group bought 8,100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.9M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.08% of Hansen & Associates Financial Group's portfolio in Q2 2026, its #8 holding.
  • Hansen & Associates Financial Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hansen & Associates Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.