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

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

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. 3,691 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.
3,691 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.