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

Hemington 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
2025
Q3 		$49M Sell
149,465
-1,661
-1% -$525K 6.38% 4
2025
Q2 		$45.9M Sell
151,126
-8,562
-5% -$2.41M 6.65% 4
2025
Q1 		$43.9M Sell
159,688
-10,973
-6% -$3.19M 6.81% 4
2024
Q4 		$49.5M Sell
170,661
-3,153
-2% -$920K 12.44% 1
2024
Q3 		$48.8M Sell
173,814
-1,823
-1% -$497K 13.16% 1
2024
Q2 		$47M Sell
175,637
-3,156
-2% -$817K 15.84% 1
2024
Q1 		$46.5M Sell
178,793
-2,723
-2% -$674K 16.84% 1
2023
Q4 		$43.1M Sell
181,516
-1,485
-0.8% -$328K 16.62% 1
2023
Q3 		$38.9M Sell
183,001
-940
-0.5% -$208K 18.48% 1
2023
Q2 		$40.5M Sell
183,941
-37,075
-17% -$7.73M 16.42% 1
2023
Q1 		$45.1M Sell
221,016
-5,218
-2% -$1.04M 18.2% 1
2022
Q4 		$43.3M Sell
226,234
-9,659
-4% -$1.86M 18.57% 1
2022
Q3 		$42.3M Sell
235,893
-6,756
-3% -$1.35M 18.48% 1
2022
Q2 		$45.8M Sell
242,649
-8,792
-3% -$1.81M 18.16% 1
2022
Q1 		$57.2M Sell
251,441
-29,019
-10% -$6.53M 19.23% 1
2021
Q4 		$54.6M Buy
280,460
+22,270
+9% +$5.26M 25.29% 1
2021
Q3 		$57.3M Buy
258,190
+3,870
+2% +$883K 21.11% 1
2021
Q2 		$56.7M Sell
254,320
-22,664
-8% -$4.92M 24.15% 1
2021
Q1 		$57.3M Sell
276,984
-3,476
-1% -$703K 24.3% 1
2020
Q4 		$54.6M Buy
+280,460
New +$51.3M 25.29% 1

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Hemington Wealth Management's VTI Position: Q3 2025 in Review

Hemington Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.1% in Q3 2025, selling an estimated $525K and leaving 149,465 shares worth $49M. The position accounts for 6.38% of the portfolio, ranked #4.

Hemington Wealth Management first reported a position in VTI in Q4 2020 and has held it in 20 quarters since. The position peaked at $57.3M in Q3 2021. 3,245 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

  • Hemington Wealth Management held 149,465 shares of Vanguard Total Stock Market ETF worth $49M as of Q3 2025.
  • Hemington Wealth Management sold 1,661 Vanguard Total Stock Market ETF shares in Q3 2025, an estimated $525K.
  • Vanguard Total Stock Market ETF made up 6.38% of Hemington Wealth Management's portfolio in Q3 2025, its #4 holding.
  • Hemington Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 20 quarters since.
  • Hemington Wealth Management's Vanguard Total Stock Market ETF position peaked at $57.3M in Q3 2021.
  • 3,245 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.