Hillsdale Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.89K Buy
+9
New +$3.02K ﹤0.01% 644
2025
Q4
Sell
-10
Closed -$3.28K 765
2025
Q3
$3.28K Buy
+10
New +$3.16K ﹤0.01% 627
2024
Q2
Sell
-57
Closed -$14.8K 707
2024
Q1
$14.8K Buy
+57
New +$14.1K ﹤0.01% 469

Other funds holding VTI

Hillsdale Investment Management's VTI Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026: 9 shares worth $2.89K. The stake represents ﹤0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in VTI as recently as Q3 2025.

Hillsdale Investment Management first reported a position in VTI in Q1 2024 and has held it in 3 quarters since. The position peaked at $14.8K in Q1 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Hillsdale Investment Management held 9 shares of Vanguard Morningstar Total Stock Market ETF worth $2.89K as of Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Hillsdale Investment Management position in Q1 2026.
  • Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #644 holding.
  • Hillsdale Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 3 quarters since.
  • Hillsdale Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $14.8K in Q1 2024.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.