Hoge Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$272K Buy
735
+2
+0.3% +$715 0.13% 65
2026
Q1
$235K Buy
733
+122
+20% +$40.9K 0.13% 63
2025
Q4
$205K Buy
+611
New +$203K 0.11% 69

Other funds holding VTI

Hoge Financial Services's VTI Position: Q2 2026 in Review

Hoge Financial Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.27% in Q2 2026, buying an estimated $715 and bringing the position to 735 shares worth $272K. The position accounts for 0.13% of the portfolio, ranked #65.

Hoge Financial Services first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hoge Financial Services held 735 shares of Vanguard Morningstar Total Stock Market ETF worth $272K as of Q2 2026.
  • Hoge Financial Services bought 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Hoge Financial Services's portfolio in Q2 2026, its #65 holding.
  • Hoge Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.