Hazlett, Burt & Watson
VTI icon

Hazlett, Burt & Watson’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hazlett, Burt & Watson’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
Q3 		$35K Sell
95
-238
-71% -$89.2K 0.01% 534
2026
Q2 		$123K Buy
333
+228
+217% +$81.5K 0.03% 336
2026
Q1 		$34K Sell
105
-11
-9% -$3.69K 0.01% 516
2025
Q4 		$38K Buy
116
+32
+38% +$10.6K 0.01% 494
2025
Q3 		$27K Hold
84
– – 0.01% 512
2025
Q2 		$26K Sell
84
-1,012
-92% -$285K 0.01% 463
2025
Q1 		$301K Buy
1,096
+16
+1% +$4.65K 0.14% 150
2024
Q4 		$313K Buy
1,080
+35
+3% +$10.2K 0.14% 147
2024
Q3 		$296K Sell
1,045
-204
-16% -$55.6K 0.14% 158
2024
Q2 		$335K Sell
1,249
-21
-2% -$5.44K 0.17% 121
2024
Q1 		$330K Buy
1,270
+28
+2% +$6.93K 0.2% 109
2023
Q4 		$294K Buy
1,242
+4
+0.3% +$884 0.2% 114
2023
Q3 		$263K Buy
1,238
+4
+0.3% +$885 0.2% 114
2023
Q2 		$272K Sell
1,234
-6
-0.5% -$1.25K 0.2% 106
2023
Q1 		$252K Buy
1,240
+60
+5% +$12K 0.21% 106
2022
Q4 		$226K Buy
1,180
+280
+31% +$54K 0.2% 110
2022
Q3 		$162K Buy
900
+4
+0.4% +$797 0.16% 133
2022
Q2 		$169K Buy
896
+3
+0.3% +$616 0.15% 139
2022
Q1 		$203K Buy
+893
New +$201K 0.16% 131

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hazlett, Burt & Watson's VTI Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 71% in Q3 2026, selling an estimated $89.2K and leaving 95 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #534.

Hazlett, Burt & Watson first reported a position in VTI in Q1 2022 and has held it in 19 quarters since. The position peaked at $335K in Q2 2024. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Hazlett, Burt & Watson held 95 shares of Vanguard Morningstar Total Stock Market ETF worth $35K as of Q3 2026.
  • Hazlett, Burt & Watson sold 238 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $89.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.01% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #534 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's Vanguard Morningstar Total Stock Market ETF position peaked at $335K in Q2 2024.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.