Heffernan Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Heffernan Advisory's VTI Position: Q2 2026 in Review
Heffernan Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.36% in Q2 2026, buying an estimated $4.65K and bringing the position to 3,670 shares worth $1.36M. The position accounts for 1.14% of the portfolio, ranked #11.
Heffernan Advisory first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Heffernan Advisory held 3,670 shares of Vanguard Morningstar Total Stock Market ETF worth $1.36M as of Q2 2026.
- Heffernan Advisory bought 13 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.65K.
- Vanguard Morningstar Total Stock Market ETF made up 1.14% of Heffernan Advisory's portfolio in Q2 2026, its #11 holding.
- Heffernan Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
- 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.