Hibernia Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hibernia Wealth Partners’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	$303K	Sell	821 -831	-50%	-$297K	0.16%	57
2026 Q1	$530K	Sell	1,652 -11	-0.7%	-$3.69K	0.16%	55
2025 Q4	$557K	Buy	1,663 +849	+104%	+$282K	0.17%	49
2025 Q3	$267K	Sell	814 -846	-51%	-$267K	0.17%	44
2025 Q2	$505K	Buy	1,660 +846	+104%	+$238K	0.16%	44
2025 Q1	$224K	Sell	814 -36	-4%	-$10.5K	0.16%	42
2024 Q4	$246K	Sell	850 -3,589	-81%	-$1.05M	0.16%	49
2024 Q3	$1.26M	Buy	4,439 +2,709	+157%	+$739K	0.38%	28
2024 Q2	$463K	Sell	1,730 -2,087	-55%	-$540K	0.16%	46
2024 Q1	$992K	Buy	3,817 +195	+5%	+$48.2K	0.67%	22
2023 Q4	$859K	Buy	3,622 +264	+8%	+$58.4K	0.64%	23
2023 Q3	$713K	Buy	+3,358	New	+$743K	0.55%	27

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hibernia Wealth Partners's VTI Position: Q2 2026 in Review

Hibernia Wealth Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 50% in Q2 2026, selling an estimated $297K and leaving 821 shares worth $303K. The position accounts for 0.16% of the portfolio, ranked #57.

Hibernia Wealth Partners first reported a position in VTI in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q3 2024. 3,685 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hibernia Wealth Partners held 821 shares of Vanguard Morningstar Total Stock Market ETF worth $303K as of Q2 2026.
Hibernia Wealth Partners sold 831 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $297K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of Hibernia Wealth Partners's portfolio in Q2 2026, its #57 holding.
Hibernia Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 12 quarters since.
Hibernia Wealth Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $1.26M in Q3 2024.
3,685 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hibernia Wealth Partners's 13F filing for Q2 2026, filed 23 Jul 2026.