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

Hillcrest 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	$222K	Sell	600 -100	-14%	-$35.8K	0.08%	53
2026 Q1	$225K	Sell	700 -100	-13%	-$33.6K	0.09%	48
2025 Q4	$268K	Hold	800	–	–	0.12%	46
2025 Q3	$263K	Sell	800 -100	-11%	-$31.6K	0.12%	45
2025 Q2	$274K	Hold	900	–	–	0.13%	44
2025 Q1	$247K	Hold	900	–	–	0.12%	46
2024 Q4	$261K	Hold	900	–	–	0.12%	45
2024 Q3	$255K	Sell	900 -150	-14%	-$40.9K	0.13%	44
2024 Q2	$281K	Sell	1,050 -150	-13%	-$38.8K	0.15%	41
2024 Q1	$312K	Hold	1,200	–	–	0.17%	38
2023 Q4	$285K	Hold	1,200	–	–	0.16%	42
2023 Q3	$255K	Hold	1,200	–	–	0.15%	44
2023 Q2	$264K	Hold	1,200	–	–	0.16%	42
2023 Q1	$245K	Hold	1,200	–	–	0.15%	44
2022 Q4	$229K	Hold	1,200	–	–	0.14%	46
2022 Q3	$215K	Hold	1,200	–	–	0.14%	48
2022 Q2	$226K	Hold	1,200	–	–	0.14%	48
2022 Q1	$273K	Hold	1,200	–	–	0.15%	42
2021 Q4	$290K	Hold	1,200	–	–	0.16%	43
2021 Q3	$266K	Hold	1,200	–	–	0.16%	47
2021 Q2	$267K	Hold	1,200	–	–	0.16%	45
2021 Q1	$248K	Hold	1,200	–	–	0.15%	47
2020 Q4	$234K	Hold	1,200	–	–	0.16%	46
2020 Q3	$204K	Buy	+1,200	New	+$202K	0.15%	56
2019 Q4	–	Sell	-2,101	Closed	-$317K	–	40
2019 Q3	$317K	Hold	2,101	–	–	0.27%	34
2019 Q2	$315K	Sell	2,101 -300	-12%	-$44.2K	0.27%	37
2019 Q1	$347K	Hold	2,401	–	–	0.3%	33
2018 Q4	$306K	Buy	+2,401	New	+$331K	0.28%	37

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

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

Hillcrest Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $35.8K and leaving 600 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #53.

Hillcrest Wealth Advisors first reported a position in VTI in Q4 2018 and has held it in 28 quarters since. The position peaked at $347K in Q1 2019. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hillcrest Wealth Advisors held 600 shares of Vanguard Morningstar Total Stock Market ETF worth $222K as of Q2 2026.
Hillcrest Wealth Advisors sold 100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $35.8K.
Vanguard Morningstar Total Stock Market ETF made up 0.08% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #53 holding.
Hillcrest Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 28 quarters since.
Hillcrest Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $347K in Q1 2019.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.