HI
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Hoey Investments’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hoey Investments’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 		– Sell
-60
Closed -$19.1K – 481
2026
Q1 		$19.1K Sell
60
-11
-15% -$3.69K ﹤0.01% 208
2025
Q4 		$23.9K Buy
71
+12
+20% +$3.99K ﹤0.01% 201
2025
Q3 		$19.4K Sell
59
-14
-19% -$4.42K ﹤0.01% 217
2025
Q2 		$22.2K Buy
73
+22
+43% +$6.19K ﹤0.01% 196
2025
Q1 		$14K Hold
51
– – ﹤0.01% 199
2024
Q4 		$14.7K Sell
51
-24
-32% -$7K ﹤0.01% 191
2024
Q3 		$20.1K Hold
75
– – ﹤0.01% 169
2024
Q2 		$20.1K Hold
75
– – ﹤0.01% 169
2024
Q1 		$19.6K Sell
75
-60
-44% -$14.8K ﹤0.01% 173
2023
Q4 		$32K Hold
135
– – 0.01% 145
2023
Q3 		$28.6K Buy
135
+85
+170% +$18.8K 0.01% 151
2023
Q2 		$10.9K Buy
50
+1
+2% +$209 ﹤0.01% 204
2023
Q1 		$10.1K Sell
49
-16
-25% -$3.2K ﹤0.01% 215
2022
Q4 		$12.5K Hold
65
– – 0.01% 204
2022
Q3 		$12K Hold
65
– – ﹤0.01% 222
2022
Q2 		$12K Buy
65
+1
+2% +$205 0.01% 181
2022
Q1 		$15K Hold
64
– – ﹤0.01% 152
2021
Q4 		$16K Buy
+64
New +$15.1K ﹤0.01% 154

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Hoey Investments's VTI Position: Q2 2026 in Review

Hoey Investments sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 60 shares — an estimated $19.1K sold.

Hoey Investments first reported a position in VTI in Q4 2021 and held it in 18 quarters. The position peaked at $32K in Q4 2023. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hoey Investments reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Hoey Investments sold 60 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19.1K.
  • Hoey Investments first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and held it in 18 quarters.
  • Hoey Investments's Vanguard Morningstar Total Stock Market ETF position peaked at $32K in Q4 2023.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.