HF Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$786K Buy
+2,125
New +$760K 0.24% 111
2026
Q1
Sell
-600
Closed -$201K 174
2025
Q4
$201K Sell
600
-14
-2% -$4.66K 0.07% 164
2025
Q3
$202K Sell
614
-3,780
-86% -$1.19M 0.07% 161
2025
Q2
$1.34M Buy
4,394
+3
+0.1% +$844 0.53% 67
2025
Q1
$1.21M Sell
4,391
-6
-0.1% -$1.74K 0.53% 75
2024
Q4
$1.27M Buy
4,397
+22
+0.5% +$6.42K 0.59% 67
2024
Q3
$1.24M Sell
4,375
-7
-0.2% -$1.91K 0.58% 64
2024
Q2
$1.17M Sell
4,382
-82
-2% -$21.2K 0.61% 60
2024
Q1
$1.16M Sell
4,464
-18
-0.4% -$4.45K 0.65% 59
2023
Q4
$1.06M Sell
4,482
-406
-8% -$89.8K 0.68% 53
2023
Q3
$1.04M Buy
+4,888
New +$1.08M 0.77% 48
2023
Q2
Sell
-1,012
Closed -$206K 139
2023
Q1
$206K Buy
+1,012
New +$203K 0.18% 128

Other funds holding VTI

HF Advisory Group's VTI Position: Q2 2026 in Review

HF Advisory Group opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 2,125 shares worth $786K. The stake represents 0.24% of the portfolio and ranks #111 among its holdings. This is a return to the name: HF Advisory Group previously reported a position in VTI as recently as Q4 2025.

HF Advisory Group first reported a position in VTI in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q2 2025. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • HF Advisory Group held 2,125 shares of Vanguard Morningstar Total Stock Market ETF worth $786K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new HF Advisory Group position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.24% of HF Advisory Group's portfolio in Q2 2026, its #111 holding.
  • HF Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 12 quarters since.
  • HF Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.34M in Q2 2025.
  • 3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.