HMV Wealth Advisors
VTI icon

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

HMV 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
Q3 		$14.3M Sell
38,226
-284
-0.7% -$106K 5.42% 7
2026
Q2 		$14.3M Sell
38,510
-2,505
-6% -$896K 5.55% 7
2026
Q1 		$13.2M Buy
41,015
+2,084
+5% +$699K 6.18% 6
2025
Q4 		$13.1M Sell
38,931
-65
-0.2% -$21.6K 6.53% 5
2025
Q3 		$12.8M Buy
38,996
+2,450
+7% +$774K 7.04% 3
2025
Q2 		$11.1M Buy
36,546
+14,175
+63% +$3.99M 7.28% 3
2025
Q1 		$6.15M Buy
22,371
+12,845
+135% +$3.73M 4.88% 4
2024
Q4 		$2.76M Buy
+9,526
New +$2.78M 2.76% 12

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

HMV Wealth Advisors's VTI Position: Q3 2026 in Review

HMV Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.74% in Q3 2026, selling an estimated $106K and leaving 38,226 shares worth $14.3M. The position accounts for 5.42% of the portfolio, ranked #7.

HMV Wealth Advisors first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • HMV Wealth Advisors held 38,226 shares of Vanguard Morningstar Total Stock Market ETF worth $14.3M as of Q3 2026.
  • HMV Wealth Advisors sold 284 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $106K.
  • Vanguard Morningstar Total Stock Market ETF made up 5.42% of HMV Wealth Advisors's portfolio in Q3 2026, its #7 holding.
  • HMV Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on HMV Wealth Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.