Hill Investment Group Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hill Investment Group 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
2025 Q1	–	Sell	-7,347	Closed	-$2.13M	–	80
2024 Q4	$2.13M	Sell	7,347 -5,240	-42%	-$1.53M	0.29%	27
2024 Q3	$3.37M	Sell	12,587 -3	-0%	-$818	0.47%	22
2024 Q2	$3.45M	Sell	12,590 -69	-0.5%	-$17.9K	0.46%	22
2024 Q1	$3.29M	Sell	12,659 -16	-0.1%	-$3.96K	0.46%	21
2023 Q4	$3.01M	Sell	12,675 -73	-0.6%	-$16.1K	0.44%	20
2023 Q3	$2.71M	Buy	12,748 +86	+0.7%	+$19K	0.45%	22
2023 Q2	$2.79M	Hold	12,662	–	–	0.5%	22
2023 Q1	$2.58M	Buy	12,662 +641	+5%	+$128K	0.51%	21
2022 Q4	$2.3M	Sell	12,021 -417	-3%	-$80.4K	0.56%	21
2022 Q3	$2.23M	Hold	12,438	–	–	0.64%	20
2022 Q2	$2.35M	Sell	12,438 -121	-1%	-$24.9K	0.65%	18
2022 Q1	$2.86M	Buy	12,559 +396	+3%	+$89.1K	0.94%	15
2021 Q4	$2.94M	Hold	12,163	–	–	1.72%	7
2021 Q3	$2.7M	Hold	12,163	–	–	1.75%	6
2021 Q2	$2.71M	Buy	+12,163	New	+$2.64M	2.24%	5

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Hill Investment Group Partners's VTI Position: Q1 2025 in Review

Hill Investment Group Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 7,347 shares — an estimated $2.13M sold.

Hill Investment Group Partners first reported a position in VTI in Q2 2021 and held it in 15 quarters. The position peaked at $3.45M in Q2 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

Hill Investment Group Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
Hill Investment Group Partners sold 7,347 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $2.13M.
Hill Investment Group Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and held it in 15 quarters.
Hill Investment Group Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $3.45M in Q2 2024.
3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Hill Investment Group Partners's 13F filing for Q1 2025, filed 14 May 2025.