Hobbs Group Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hobbs Group 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 Q2	$2.6M	Buy	7,035 +92	+1%	+$32.9K	0.68%	29
2026 Q1	$2.23M	Sell	6,943 -19	-0.3%	-$6.38K	0.67%	27
2025 Q4	$2.33M	Buy	6,962 +4	+0.1%	+$1.33K	0.7%	27
2025 Q3	$2.29M	Hold	6,958	–	–	0.71%	26
2025 Q2	$2.12M	Sell	6,958 -44	-0.6%	-$12.4K	0.72%	30
2025 Q1	$1.92M	Sell	7,002 -179	-2%	-$52K	0.73%	27
2024 Q4	$2.08M	Sell	7,181 -1,505	-17%	-$439K	0.78%	27
2024 Q3	$2.46M	Buy	8,686 +431	+5%	+$118K	0.88%	20
2024 Q2	$2.21M	Buy	+8,255	New	+$2.14M	0.84%	23
2023 Q4	$1.97M	Buy	+8,286	New	+$1.83M	0.88%	24

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

Hobbs Group Advisors's VTI Position: Q2 2026 in Review

Hobbs Group Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $32.9K and bringing the position to 7,035 shares worth $2.6M. The position accounts for 0.68% of the portfolio, ranked #29.

Hobbs Group Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hobbs Group Advisors held 7,035 shares of Vanguard Morningstar Total Stock Market ETF worth $2.6M as of Q2 2026.
Hobbs Group Advisors bought 92 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $32.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.68% of Hobbs Group Advisors's portfolio in Q2 2026, its #29 holding.
Hobbs Group Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hobbs Group Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.