HCM
VTI icon

HMS Capital Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

HMS Capital Management’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
2020
Q1 		– Sell
-14,400
Closed -$2.36M – 159
2019
Q4 		$2.36M Hold
14,400
– – 0.99% 20
2019
Q3 		$2.17M Sell
14,400
-500
-3% -$75.4K 0.81% 29
2019
Q2 		$2.24M Sell
14,900
-3,100
-17% -$457K 0.97% 19
2019
Q1 		$2.6M Buy
+18,000
New +$2.51M 1.11% 15

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

HMS Capital Management's VTI Position: Q2 2026 in Review

HMS Capital Management increased its Vanguard Total Stock Market ETF (VTI) stake by 0.1% in Q2 2026, buying an estimated $358 and bringing the position to 965 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #99.

HMS Capital Management first reported a position in VTI in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.43M in Q4 2019. 1,126 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • HMS Capital Management held 965 shares of Vanguard Total Stock Market ETF worth $357K as of Q2 2026.
  • HMS Capital Management bought 1 Vanguard Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Total Stock Market ETF made up 0.13% of HMS Capital Management's portfolio in Q2 2026, its #99 holding.
  • HMS Capital Management first reported a position in Vanguard Total Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
  • HMS Capital Management's Vanguard Total Stock Market ETF position peaked at $3.43M in Q4 2019.
  • 1,126 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.