HCM
VTI icon

Hengehold Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hengehold Capital 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
2026
Q2 		$1.54M Buy
4,173
+513
+14% +$183K 0.12% 90
2026
Q1 		$1.17M Sell
3,660
-166
-4% -$55.7K 0.1% 93
2025
Q4 		$1.28M Sell
3,826
-413
-10% -$137K 0.11% 89
2025
Q3 		$1.39M Sell
4,239
-50
-1% -$15.8K 0.12% 84
2025
Q2 		$1.3M Buy
4,289
+161
+4% +$45.3K 0.12% 82
2025
Q1 		$1.13M Buy
4,128
+103
+3% +$29.9K 0.11% 85
2024
Q4 		$1.17M Buy
4,025
+702
+21% +$205K 0.11% 81
2024
Q3 		$941K Buy
3,323
+192
+6% +$52.4K 0.09% 88
2024
Q2 		$838K Sell
3,131
-27
-0.9% -$6.99K 0.09% 89
2024
Q1 		$821K Sell
3,158
-2
-0.1% -$495 0.09% 89
2023
Q4 		$750K Sell
3,160
-50
-2% -$11.1K 0.09% 87
2023
Q3 		$682K Buy
3,210
+1,553
+94% +$344K 0.09% 87
2023
Q2 		$365K Buy
1,657
+2
+0.1% +$417 0.05% 120
2023
Q1 		$338K Sell
1,655
-782
-32% -$157K 0.05% 125
2022
Q4 		$466K Sell
2,437
-1,666
-41% -$321K 0.06% 106
2022
Q3 		$736K Buy
4,103
+2,070
+102% +$413K 0.11% 70
2022
Q2 		$384K Sell
2,033
-980
-33% -$201K 0.05% 104
2022
Q1 		$686K Sell
3,013
-2,204
-42% -$496K 0.09% 74
2021
Q4 		$1.26M Sell
5,217
-398
-7% -$94K 0.16% 64
2021
Q3 		$1.25M Buy
5,615
+35
+0.6% +$7.98K 0.16% 63
2021
Q2 		$1.24M Sell
5,580
-92
-2% -$20K 0.16% 64
2021
Q1 		$1.17M Buy
5,672
+797
+16% +$161K 0.16% 63
2020
Q4 		$949K Buy
4,875
+1,334
+38% +$244K 0.14% 62
2020
Q3 		$603K Sell
3,541
-88
-2% -$14.8K 0.1% 66
2020
Q2 		$568K Sell
3,629
-10
-0.3% -$1.48K 0.1% 61
2020
Q1 		$469K Buy
3,639
+492
+16% +$76.1K 0.1% 66
2019
Q4 		$515K Buy
+3,147
New +$493K 0.09% 74
2016
Q3 		– Sell
-2,438
Closed -$261K – 103
2016
Q2 		$261K Hold
2,438
– – 0.09% 77
2016
Q1 		$256K Buy
+2,438
New +$242K 0.08% 74

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Hengehold Capital Management's VTI Position: Q2 2026 in Review

Hengehold Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $183K and bringing the position to 4,173 shares worth $1.54M. The position accounts for 0.12% of the portfolio, ranked #90.

Hengehold Capital Management first reported a position in VTI in Q1 2016 and has held it in 29 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hengehold Capital Management held 4,173 shares of Vanguard Morningstar Total Stock Market ETF worth $1.54M as of Q2 2026.
  • Hengehold Capital Management bought 513 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $183K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Hengehold Capital Management's portfolio in Q2 2026, its #90 holding.
  • Hengehold Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 29 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hengehold Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.