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Hoese & Co’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hoese & Co’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 		$4.39M Hold
11,729
– – 2.89% 12
2026
Q2 		$4.34M Hold
11,729
– – 2.82% 12
2026
Q1 		$3.76M Sell
11,729
-34
-0.3% -$11.4K 2.79% 12
2025
Q4 		$3.94M Sell
11,763
-443
-4% -$147K 2.81% 11
2025
Q3 		$4.01M Hold
12,206
– – 3.06% 9
2025
Q2 		$3.71M Sell
12,206
-667
-5% -$188K 2.99% 9
2025
Q1 		$3.54M Hold
12,873
– – 3.07% 10
2024
Q4 		$3.73M Sell
12,873
-307
-2% -$89.6K 3.24% 10
2024
Q3 		$3.73M Sell
13,180
-2,003
-13% -$546K 3.13% 11
2024
Q2 		$3.95M Sell
15,183
-860
-5% -$223K 3.45% 11
2024
Q1 		$4.05M Sell
16,043
-549
-3% -$136K 3.7% 11
2023
Q4 		$3.75M Sell
16,592
-203
-1% -$44.9K 3.68% 11
2023
Q3 		$3.57M Sell
16,795
-225
-1% -$49.8K 3.65% 11
2023
Q2 		$3.75M Sell
17,020
-295
-2% -$61.5K 3.52% 13
2023
Q1 		$3.45M Sell
17,315
-170
-1% -$34K 3.92% 11
2022
Q4 		$3.57M Hold
17,485
– – 3.75% 11
2022
Q3 		$3.14M Sell
17,485
-1,360
-7% -$271K 3.71% 11
2022
Q2 		$3.56M Hold
18,845
– – 3.99% 6
2022
Q1 		$4.29M Buy
18,845
+870
+5% +$196K 4.43% 5
2021
Q4 		$4.34M Buy
17,975
+590
+3% +$139K 4.31% 5
2021
Q3 		$3.86M Sell
17,385
-500
-3% -$114K 4.17% 5
2021
Q2 		$3.98M Buy
17,885
+2,497
+16% +$542K 4.48% 5
2021
Q1 		$3.18M Sell
15,388
-160
-1% -$32.4K 3.93% 6
2020
Q4 		$3.02M Buy
+15,548
New +$2.84M 5.56% 5

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Hoese & Co's VTI Position: Q3 2026 in Review

Hoese & Co held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 11,729 shares worth $4.39M. The position accounts for 2.89% of the portfolio, ranked #12.

Hoese & Co first reported a position in VTI in Q4 2020 and has held it in 24 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Hoese & Co held 11,729 shares of Vanguard Morningstar Total Stock Market ETF worth $4.39M as of Q3 2026.
  • Hoese & Co left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 2.89% of Hoese & Co's portfolio in Q3 2026, its #12 holding.
  • Hoese & Co first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 24 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Hoese & Co's 13F filing for Q3 2026, filed 21 Oct 2026.