HAFS
VTI icon

Hapanowicz & Associates Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hapanowicz & Associates Financial Services’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 		$225K Buy
+608
New +$217K 0.07% 34
2026
Q1 		– Sell
-672
Closed -$225K – 35
2025
Q4 		$225K Sell
672
-61
-8% -$20.3K 0.09% 32
2025
Q3 		$241K Sell
733
-213
-23% -$67.3K 0.11% 31
2025
Q2 		$288K Buy
946
+95
+11% +$26.7K 0.15% 27
2025
Q1 		$234K Sell
851
-578
-40% -$168K 0.13% 28
2024
Q4 		$414K Buy
1,429
+576
+68% +$168K 0.21% 20
2024
Q3 		$242K Hold
853
– – 0.12% 27
2024
Q2 		$228K Buy
853
+32
+4% +$8.28K 0.13% 27
2024
Q1 		$213K Buy
+821
New +$203K 0.12% 29
2020
Q1 		– Sell
-3,628
Closed -$594K – 23
2019
Q4 		$594K Buy
+3,628
New +$568K 0.36% 13

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Hapanowicz & Associates Financial Services's VTI Position: Q2 2026 in Review

Hapanowicz & Associates Financial Services opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 608 shares worth $225K. The stake represents 0.07% of the portfolio and ranks #34 among its holdings. This is a return to the name: Hapanowicz & Associates Financial Services previously reported a position in VTI as recently as Q4 2025.

Hapanowicz & Associates Financial Services first reported a position in VTI in Q4 2019 and has held it in 10 quarters since. The position peaked at $594K in Q4 2019. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hapanowicz & Associates Financial Services held 608 shares of Vanguard Morningstar Total Stock Market ETF worth $225K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Hapanowicz & Associates Financial Services position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Hapanowicz & Associates Financial Services's portfolio in Q2 2026, its #34 holding.
  • Hapanowicz & Associates Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 10 quarters since.
  • Hapanowicz & Associates Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $594K in Q4 2019.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hapanowicz & Associates Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.