HWA
VTI icon

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

HCR Wealth 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
Q2 		$2.74M Buy
7,410
+201
+3% +$71.9K 0.25% 64
2026
Q1 		$2.31M Buy
7,209
+47
+0.7% +$15.8K 0.24% 66
2025
Q4 		$2.4M Sell
7,162
-481
-6% -$160K 0.24% 68
2025
Q3 		$2.52M Buy
7,643
+715
+10% +$226K 0.26% 60
2025
Q2 		$2.11M Buy
6,928
+206
+3% +$57.9K 0.25% 66
2025
Q1 		$1.85M Buy
6,722
+328
+5% +$95.3K 0.24% 64
2024
Q4 		$1.85M Buy
6,394
+204
+3% +$59.5K 0.23% 68
2024
Q3 		$1.75M Buy
6,190
+3,098
+100% +$845K 0.23% 68
2024
Q2 		$827K Sell
3,092
-272
-8% -$70.4K 0.12% 107
2024
Q1 		$874K Sell
3,364
-55
-2% -$13.6K 0.13% 104
2023
Q4 		$811K Buy
3,419
+1,194
+54% +$264K 0.13% 99
2023
Q3 		$473K Sell
2,225
-204
-8% -$45.2K 0.1% 105
2023
Q2 		$535K Sell
2,429
-543
-18% -$113K 0.1% 109
2023
Q1 		$607K Buy
2,972
+401
+16% +$80.3K 0.12% 107
2022
Q4 		$491K Sell
2,571
-25
-1% -$4.82K 0.1% 111
2022
Q3 		$466K Buy
2,596
+72
+3% +$14.3K 0.1% 110
2022
Q2 		$476K Sell
2,524
-33
-1% -$6.78K 0.1% 114
2022
Q1 		$582K Buy
2,557
+21
+0.8% +$4.72K 0.1% 115
2021
Q4 		$612K Hold
2,536
– – 0.09% 123
2021
Q3 		$563K Sell
2,536
-25
-1% -$5.7K 0.09% 125
2021
Q2 		$571K Sell
2,561
-373
-13% -$81K 0.1% 121
2021
Q1 		$606K Buy
2,934
+276
+10% +$55.8K 0.12% 117
2020
Q4 		$517K Sell
2,658
-254
-9% -$46.4K 0.11% 115
2020
Q3 		$496K Sell
2,912
-108
-4% -$18.2K 0.11% 106
2020
Q2 		$475K Buy
3,020
+70
+2% +$10.3K 0.11% 99
2020
Q1 		$380K Buy
2,950
+286
+11% +$44.2K 0.11% 103
2019
Q4 		$436K Buy
2,664
+856
+47% +$134K 0.11% 108
2019
Q3 		$273K Buy
+1,808
New +$273K 0.09% 128

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

HCR Wealth Advisors's VTI Position: Q2 2026 in Review

HCR Wealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.8% in Q2 2026, buying an estimated $71.9K and bringing the position to 7,410 shares worth $2.74M. The position accounts for 0.25% of the portfolio, ranked #64.

HCR Wealth Advisors first reported a position in VTI in Q3 2019 and has held it in 28 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • HCR Wealth Advisors held 7,410 shares of Vanguard Morningstar Total Stock Market ETF worth $2.74M as of Q2 2026.
  • HCR Wealth Advisors bought 201 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $71.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.25% of HCR Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • HCR Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 28 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.