HBW
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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
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% -$5.43K 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

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

Hazlett, Burt & Watson's VTI Position: Q2 2026 in Review

Hazlett, Burt & Watson increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 217% in Q2 2026, buying an estimated $81.5K and bringing the position to 333 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #336.

Hazlett, Burt & Watson first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. The position peaked at $335K in Q2 2024. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hazlett, Burt & Watson held 333 shares of Vanguard Morningstar Total Stock Market ETF worth $123K as of Q2 2026.
  • Hazlett, Burt & Watson bought 228 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $81.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.03% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #336 holding.
  • Hazlett, Burt & Watson first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
  • Hazlett, Burt & Watson's Vanguard Morningstar Total Stock Market ETF position peaked at $335K in Q2 2024.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.