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HHM Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

HHM Wealth 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 		$1.81M Sell
4,886
-108
-2% -$38.6K 0.18% 52
2026
Q1 		$1.6M Sell
4,994
-33
-0.7% -$11.1K 0.18% 53
2025
Q4 		$1.69M Buy
5,027
+171
+4% +$56.9K 0.2% 49
2025
Q3 		$1.59M Hold
4,856
– – 0.18% 52
2025
Q2 		$1.48M Sell
4,856
-71
-1% -$20K 0.18% 54
2025
Q1 		$1.35M Buy
4,927
+95
+2% +$27.6K 0.18% 57
2024
Q4 		$1.4M Sell
4,832
-100
-2% -$29.2K 0.19% 57
2024
Q3 		$1.4M Sell
4,932
-28
-0.6% -$7.64K 0.2% 48
2024
Q2 		$1.33M Buy
4,960
+317
+7% +$82K 0.2% 51
2024
Q1 		$1.21M Buy
4,643
+35
+0.8% +$8.66K 0.2% 48
2023
Q4 		$1.09M Sell
4,608
-88
-2% -$19.5K 0.19% 47
2023
Q3 		$997K Sell
4,696
-10
-0.2% -$2.21K 0.19% 44
2023
Q2 		$1.04M Buy
4,706
+98
+2% +$20.4K 0.19% 42
2023
Q1 		$940K Sell
4,608
-160
-3% -$32K 0.19% 41
2022
Q4 		$912K Buy
4,768
+3,022
+173% +$582K 0.21% 38
2022
Q3 		$313K Hold
1,746
– – 0.08% 76
2022
Q2 		$329K Sell
1,746
-21
-1% -$4.32K 0.08% 83
2022
Q1 		$402K Hold
1,767
– – 0.09% 86
2021
Q4 		$427K Sell
1,767
-14
-0.8% -$3.31K 0.1% 79
2021
Q3 		$396K Hold
1,781
– – 0.11% 78
2021
Q2 		$397K Buy
1,781
+35
+2% +$7.6K 0.11% 76
2021
Q1 		$361K Buy
1,746
+497
+40% +$101K 0.11% 71
2020
Q4 		$243K Hold
1,249
– – 0.08% 92
2020
Q3 		$213K Buy
1,249
+149
+14% +$25.1K 0.09% 87
2020
Q2 		$172K Hold
1,100
– – 0.07% 93
2020
Q1 		$142K Buy
+1,100
New +$170K 0.07% 95

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

HHM Wealth Advisors's VTI Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, selling an estimated $38.6K and leaving 4,886 shares worth $1.81M. The position accounts for 0.18% of the portfolio, ranked #52.

HHM Wealth Advisors first reported a position in VTI in Q1 2020 and has held it in 26 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • HHM Wealth Advisors held 4,886 shares of Vanguard Total Stock Market ETF worth $1.81M as of Q2 2026.
  • HHM Wealth Advisors sold 108 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $38.6K.
  • Vanguard Total Stock Market ETF made up 0.18% of HHM Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • HHM Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.