HWM
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Hassell Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Hassell Wealth Management’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 		$89.8M Buy
243,871
+5,325
+2% +$1.9M 27.55% 1
2026
Q1 		$76.5M Buy
238,546
+5,198
+2% +$1.74M 25.68% 1
2025
Q4 		$79.8M Sell
233,348
-6,139
-3% -$2.04M 26.68% 1
2025
Q3 		$78.6M Buy
239,487
+2,356
+1% +$744K 27.26% 1
2025
Q2 		$74.1M Buy
237,131
+8,691
+4% +$2.44M 27.07% 1
2025
Q1 		$60.3M Buy
228,440
+6,513
+3% +$1.89M 25.75% 1
2024
Q4 		$66.5M Sell
221,927
-11,867
-5% -$3.46M 26.8% 1
2024
Q3 		$65.7M Buy
233,794
+12,383
+6% +$3.38M 27.53% 1
2024
Q2 		$59.5M Buy
221,411
+9,856
+5% +$2.55M 26.64% 1
2024
Q1 		$53M Sell
211,555
-1,109
-0.5% -$274K 33.61% 1
2023
Q4 		$51.9M Sell
212,664
-3,172
-1% -$701K 34.82% 1
2023
Q3 		$44.5M Buy
215,836
+8,991
+4% +$1.99M 32.41% 1
2023
Q2 		$46.5M Buy
206,845
+4,764
+2% +$994K 31.86% 1
2023
Q1 		$40.8M Buy
202,081
+15,908
+9% +$3.18M 29.9% 1
2022
Q4 		$37.2M Buy
+186,173
New +$35.9M 27.87% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Hassell Wealth Management's VTI Position: Q2 2026 in Review

Hassell Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, buying an estimated $1.9M and bringing the position to 243,871 shares worth $89.8M. The position accounts for 27.55% of the portfolio, ranked #1.

Hassell Wealth Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hassell Wealth Management held 243,871 shares of Vanguard Total Stock Market ETF worth $89.8M as of Q2 2026.
  • Hassell Wealth Management bought 5,325 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.9M.
  • Vanguard Total Stock Market ETF made up 27.55% of Hassell Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Hassell Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Hassell Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.