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HFM Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

HFM Investment Advisors’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 		$43.5K Hold
118
– – 0.02% 54
2026
Q1 		$37.7K Hold
118
– – 0.01% 59
2025
Q4 		$39.4K Sell
118
-8
-6% -$2.66K 0.02% 59
2025
Q3 		$41.3K Sell
126
-7
-5% -$2.21K 0.02% 51
2025
Q2 		$40.4K Sell
133
-1
-0.7% -$281 0.02% 52
2025
Q1 		$36.8K Buy
+134
New +$38.9K 0.02% 48

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HFM Investment Advisors's VTI Position: Q2 2026 in Review

HFM Investment Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 118 shares worth $43.5K. The position accounts for 0.02% of the portfolio, ranked #54.

HFM Investment Advisors first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • HFM Investment Advisors held 118 shares of Vanguard Morningstar Total Stock Market ETF worth $43.5K as of Q2 2026.
  • HFM Investment Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of HFM Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • HFM Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.