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

HF Advisory Group’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 Q3	$591K	Sell	1,580 -545	-26%	-$204K	0.18%	121
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

HF Advisory Group's VTI Position: Q3 2026 in Review

HF Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 26% in Q3 2026, selling an estimated $204K and leaving 1,580 shares worth $591K. The position accounts for 0.18% of the portfolio, ranked #121.

HF Advisory Group first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q2 2025. 1,674 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

HF Advisory Group held 1,580 shares of Vanguard Morningstar Total Stock Market ETF worth $591K as of Q3 2026.
HF Advisory Group sold 545 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $204K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of HF Advisory Group's portfolio in Q3 2026, its #121 holding.
HF Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
HF Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.34M in Q2 2025.
1,674 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.