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Hobart Private Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hobart Private Capital’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 		$382K Buy
1,033
+20
+2% +$7.15K 0.07% 108
2026
Q1 		$325K Hold
1,013
– – 0.06% 103
2025
Q4 		$340K Hold
1,013
– – 0.07% 106
2025
Q3 		$332K Hold
1,013
– – 0.07% 98
2025
Q2 		$308K Buy
1,013
+194
+24% +$54.6K 0.07% 97
2025
Q1 		$225K Hold
819
– – 0.06% 91
2024
Q4 		$237K Sell
819
-10
-1% -$2.92K 0.06% 85
2024
Q3 		$235K Buy
829
+9
+1% +$2.46K 0.06% 77
2024
Q2 		$219K Hold
820
– – 0.06% 74
2024
Q1 		$213K Buy
+820
New +$203K 0.07% 63
2022
Q4 		– Sell
-1,256
Closed -$225K – 35
2022
Q3 		$225K Buy
+1,256
New +$250K 0.16% 34
2021
Q3 		– Sell
-1,076
Closed -$240K – 131
2021
Q2 		$240K Sell
1,076
-2,243
-68% -$487K 0.1% 117
2021
Q1 		$686K Buy
3,319
+1,861
+128% +$377K 0.28% 58
2020
Q4 		$284K Buy
+1,458
New +$267K 0.12% 122

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Hobart Private Capital's VTI Position: Q2 2026 in Review

Hobart Private Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, buying an estimated $7.15K and bringing the position to 1,033 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #108.

Hobart Private Capital first reported a position in VTI in Q4 2020 and has held it in 14 quarters since. The position peaked at $686K in Q1 2021. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hobart Private Capital held 1,033 shares of Vanguard Morningstar Total Stock Market ETF worth $382K as of Q2 2026.
  • Hobart Private Capital bought 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Hobart Private Capital's portfolio in Q2 2026, its #108 holding.
  • Hobart Private Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 14 quarters since.
  • Hobart Private Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $686K in Q1 2021.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hobart Private Capital's 13F filing for Q2 2026, filed 6 Jul 2026.