Hassell Wealth Management’s Vanguard Morningstar 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

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

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

Hassell Wealth Management increased its Vanguard Morningstar 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. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hassell Wealth Management held 243,871 shares of Vanguard Morningstar Total Stock Market ETF worth $89.8M as of Q2 2026.
Hassell Wealth Management bought 5,325 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.9M.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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