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

HB 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 		$3.09B Buy
8,759,071
+32,666
+0.4% +$11.7M 17.32% 1
2026
Q1 		$2.66B Buy
8,726,405
+78,244
+0.9% +$26.3M 17.23% 1
2025
Q4 		$2.76B Buy
8,648,161
+96,255
+1% +$32M 17.85% 1
2025
Q3 		$2.68B Buy
8,551,906
+784,397
+10% +$248M 18.15% 1
2025
Q2 		$2.36B Sell
7,767,509
-690,926
-8% -$194M 18.76% 1
2025
Q1 		$2.22B Buy
8,458,435
+584,628
+7% +$170M 18.63% 1
2024
Q4 		$2.18B Buy
7,873,807
+39,815
+0.5% +$11.6M 22.27% 1
2024
Q3 		$2.12B Buy
7,833,992
+115,543
+1% +$31.5M 22.72% 1
2024
Q2 		$1.98B Buy
7,718,449
+252,733
+3% +$65.4M 23.11% 1
2024
Q1 		$1.87B Buy
7,465,716
+294,495
+4% +$72.9M 23.49% 1
2023
Q4 		$1.64B Buy
7,171,221
+22,106
+0.3% +$4.89M 23.62% 1
2023
Q3 		$1.47B Buy
7,149,115
+95,915
+1% +$21.2M 23.66% 1
2023
Q2 		$1.5B Sell
7,053,200
-61,853
-0.9% -$12.9M 23.99% 1
2023
Q1 		$1.37B Buy
7,115,053
+264,041
+4% +$52.9M 23.83% 1
2022
Q4 		$1.27B Buy
6,851,012
+211,943
+3% +$40.8M 23.15% 1
2022
Q3 		$1.19B Sell
6,639,069
-350,847
-5% -$69.9M 25.34% 1
2022
Q2 		$1.32B Buy
6,989,916
+145,560
+2% +$29.9M 27.04% 1
2022
Q1 		$1.56B Buy
6,844,356
+690,398
+11% +$155M 28.89% 1
2021
Q4 		$1.49B Buy
+6,153,958
New +$1.45B 29.89% 1

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

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

HB Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.37% in Q2 2026, buying an estimated $11.7M and bringing the position to 8,759,071 shares worth $3.09B. The position accounts for 17.32% of the portfolio, ranked #1.

HB Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • HB Wealth Management held 8,759,071 shares of Vanguard Morningstar Total Stock Market ETF worth $3.09B as of Q2 2026.
  • HB Wealth Management bought 32,666 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $11.7M.
  • Vanguard Morningstar Total Stock Market ETF made up 17.32% of HB Wealth Management's portfolio in Q2 2026, its #1 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.