HBW Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

HBW Advisory Services’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	$5.07M	Sell	13,689 -1,265	-8%	-$452K	0.46%	48
2026 Q1	$4.8M	Buy	14,954 +1,475	+11%	+$495K	0.51%	42
2025 Q4	$4.52M	Buy	13,479 +1,742	+15%	+$580K	0.49%	40
2025 Q3	$3.85M	Sell	11,737 -685	-6%	-$216K	0.43%	53
2025 Q2	$3.78M	Buy	12,422 +1,155	+10%	+$325K	0.47%	45
2025 Q1	$3.1M	Buy	11,267 +1,116	+11%	+$324K	0.44%	57
2024 Q4	$2.94M	Buy	10,151 +294	+3%	+$85.8K	0.3%	62
2024 Q3	$2.79M	Buy	9,857 +198	+2%	+$54K	0.41%	66
2024 Q2	$2.58M	Buy	9,659 +4,262	+79%	+$1.1M	0.43%	77
2024 Q1	$1.28M	Hold	5,397	–	–	0.24%	106
2023 Q4	$1.28M	Buy	5,397 +1,119	+26%	+$247K	0.24%	106
2023 Q3	$908K	Sell	4,278 -41	-0.9%	-$9.07K	0.19%	125
2023 Q2	$951K	Buy	4,319 +262	+6%	+$54.6K	0.21%	117
2023 Q1	$828K	Buy	4,057 +694	+21%	+$139K	0.21%	127
2022 Q4	$643K	Sell	3,363 -433	-11%	-$83.4K	0.17%	148
2022 Q3	$681K	Sell	3,796 -43	-1%	-$8.57K	0.19%	137
2022 Q2	$724K	Buy	3,839 +1,792	+88%	+$368K	0.19%	129
2022 Q1	$466K	Sell	2,047 -1,355	-40%	-$305K	0.16%	141
2021 Q4	$821K	Sell	3,402 -152	-4%	-$35.9K	0.19%	124
2021 Q3	$789K	Buy	3,554 +101	+3%	+$23K	0.2%	122
2021 Q2	$770K	Sell	3,453 -12	-0.3%	-$2.6K	0.2%	118
2021 Q1	$716K	Buy	3,465 +214	+7%	+$43.3K	0.19%	116
2020 Q4	$633K	Buy	3,251 +339	+12%	+$62K	0.19%	116
2020 Q3	$496K	Buy	2,912 +566	+24%	+$95.2K	0.2%	117
2020 Q2	$367K	Buy	+2,346	New	+$346K	0.17%	124
2020 Q1	–	Sell	-2,004	Closed	-$331K	–	145
2019 Q4	$331K	Buy	+2,004	New	+$314K	0.19%	101

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

HBW Advisory Services's VTI Position: Q2 2026 in Review

HBW Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.5% in Q2 2026, selling an estimated $452K and leaving 13,689 shares worth $5.07M. The position accounts for 0.46% of the portfolio, ranked #48.

HBW Advisory Services first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

HBW Advisory Services held 13,689 shares of Vanguard Morningstar Total Stock Market ETF worth $5.07M as of Q2 2026.
HBW Advisory Services sold 1,265 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $452K.
Vanguard Morningstar Total Stock Market ETF made up 0.46% of HBW Advisory Services's portfolio in Q2 2026, its #48 holding.
HBW Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.