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HC Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

HC Advisors’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
Q1 		$3.67M Buy
11,426
+10
+0.1% +$3.35K 2.45% 13
2025
Q4 		$3.83M Buy
11,416
+1
+0% +$333 2.65% 12
2025
Q3 		$3.75M Sell
11,415
-699
-6% -$221K 2.63% 13
2025
Q2 		$3.68M Buy
12,114
+291
+2% +$81.8K 2.6% 13
2025
Q1 		$3.25M Buy
11,823
+10,122
+595% +$2.94M 2.43% 13
2024
Q4 		$493K Hold
1,701
– – 0.4% 31
2024
Q3 		$482K Buy
1,701
+934
+122% +$255K 0.4% 29
2024
Q2 		$205K Sell
767
-157,120
-100% -$40.7M 0.19% 46
2024
Q1 		$41M Buy
157,887
+494
+0.3% +$122K 19.56% 1
2023
Q4 		$37.3M Buy
157,393
+2,873
+2% +$635K 20.91% 1
2023
Q3 		$32.8M Buy
154,520
+2,877
+2% +$637K 19.51% 1
2023
Q2 		$33.4M Buy
151,643
+17,246
+13% +$3.6M 19.38% 1
2023
Q1 		$27.4M Buy
134,397
+7,612
+6% +$1.52M 16.95% 1
2022
Q4 		$24.2M Buy
126,785
+1,724
+1% +$332K 16.55% 1
2022
Q3 		$22.4M Sell
125,061
-325
-0.3% -$64.8K 15.45% 1
2022
Q2 		$23.6M Sell
125,386
-2,133
-2% -$438K 16.84% 1
2022
Q1 		$29M Buy
127,519
+5,363
+4% +$1.21M 18.42% 1
2021
Q4 		$29.5M Sell
122,156
-901
-0.7% -$213K 18.1% 1
2021
Q3 		$27.3M Buy
123,057
+361
+0.3% +$82.3K 17.93% 1
2021
Q2 		$27.3M Buy
122,696
+2,201
+2% +$478K 16.82% 1
2021
Q1 		$24.9M Buy
120,495
+415
+0.3% +$84K 16.1% 1
2020
Q4 		$23.4M Buy
120,080
+559
+0.5% +$102K 15.98% 1
2020
Q3 		$20.4M Sell
119,521
-2,199
-2% -$370K 16.41% 2
2020
Q2 		$19.1M Buy
+121,720
New +$17.9M 15.78% 1
2020
Q1 		– Sell
-110,076
Closed -$18M – 66
2019
Q4 		$18M Buy
+110,076
New +$17.2M 18.58% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HC Advisors's VTI Position: Q1 2026 in Review

HC Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.09% in Q1 2026, buying an estimated $3.35K and bringing the position to 11,426 shares worth $3.67M. The position accounts for 2.45% of the portfolio, ranked #13.

HC Advisors first reported a position in VTI in Q4 2019 and has held it in 25 quarters since. The position peaked at $41M in Q1 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • HC Advisors held 11,426 shares of Vanguard Morningstar Total Stock Market ETF worth $3.67M as of Q1 2026.
  • HC Advisors bought 10 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $3.35K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.45% of HC Advisors's portfolio in Q1 2026, its #13 holding.
  • HC Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 25 quarters since.
  • HC Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $41M in Q1 2024.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on HC Advisors's 13F filing for Q1 2026, filed 5 May 2026.