HIF
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Hill Island Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hill Island Financial’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
-16,849
Closed -$4.88M – 75
2024
Q4 		$4.88M Buy
+16,849
New +$4.92M 1.43% 16

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
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 Island Financial's VTI Position: Q1 2025 in Review

Hill Island Financial sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2025, closing a stake of 16,849 shares — an estimated $4.88M sold.

Hill Island Financial first reported a position in VTI in Q4 2024 and held it in 1 quarter. The position peaked at $4.88M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Hill Island Financial reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2025 after selling out during the quarter.
  • Hill Island Financial sold 16,849 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $4.88M.
  • Hill Island Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and held it in 1 quarter.
  • Hill Island Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $4.88M in Q4 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on Hill Island Financial's 13F filing for Q1 2025, filed 22 Apr 2025.