HWM
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Hohimer Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hohimer Wealth Management’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 		$5.64M Buy
15,228
+1,505
+11% +$538K 0.56% 44
2026
Q1 		$4.4M Sell
13,723
-187
-1% -$62.7K 0.52% 57
2025
Q4 		$4.66M Buy
13,910
+1,621
+13% +$539K 0.63% 48
2025
Q3 		$4.03M Sell
12,289
-28
-0.2% -$8.85K 0.56% 55
2025
Q2 		$3.74M Buy
12,317
+681
+6% +$192K 0.66% 52
2025
Q1 		$3.2M Sell
11,636
-20,326
-64% -$5.91M 0.62% 60
2024
Q4 		$9.26M Buy
31,962
+21,709
+212% +$6.33M 1.74% 8
2024
Q3 		$2.9M Sell
10,253
-72
-0.7% -$19.6K 0.62% 68
2024
Q2 		$2.76M Sell
10,325
-15,270
-60% -$3.95M 0.64% 67
2024
Q1 		$6.65M Buy
25,595
+1,891
+8% +$468K 1.56% 8
2023
Q4 		$5.62M Buy
23,704
+13,689
+137% +$3.03M 1.43% 12
2023
Q3 		$2.13M Sell
10,015
-2,302
-19% -$510K 0.61% 60
2023
Q2 		$2.71M Buy
12,317
+104
+0.9% +$21.7K 0.75% 51
2023
Q1 		$2.49M Sell
12,213
-32,083
-72% -$6.42M 0.72% 54
2022
Q4 		$8.47M Buy
44,296
+34,450
+350% +$6.64M 2.7% 3
2022
Q3 		$1.77M Sell
9,846
-439
-4% -$87.5K 0.57% 69
2022
Q2 		$1.94M Sell
10,285
-1,487
-13% -$306K 0.57% 72
2022
Q1 		$2.68M Buy
11,772
+2,856
+32% +$642K 0.53% 71
2021
Q4 		$2.15M Buy
8,916
+1,364
+18% +$322K 0.45% 76
2021
Q3 		$1.68M Sell
7,552
-1,252
-14% -$286K 0.35% 94
2021
Q2 		$1.96M Buy
8,804
+365
+4% +$79.2K 0.4% 89
2021
Q1 		$1.74M Buy
8,439
+1,102
+15% +$223K 0.43% 80
2020
Q4 		$1.43M Sell
7,337
-151
-2% -$27.6K 0.38% 89
2020
Q3 		$1.31M Buy
7,488
+596
+9% +$100K 0.37% 89
2020
Q2 		$1.08M Sell
6,892
-1,077
-14% -$159K 0.37% 97
2020
Q1 		$1.15M Buy
7,969
+2,331
+41% +$360K 0.49% 85
2019
Q4 		$922K Buy
+5,638
New +$883K 0.32% 125

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Hohimer Wealth Management's VTI Position: Q2 2026 in Review

Hohimer Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $538K and bringing the position to 15,228 shares worth $5.64M. The position accounts for 0.56% of the portfolio, ranked #44.

Hohimer Wealth Management first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.26M in Q4 2024. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hohimer Wealth Management held 15,228 shares of Vanguard Morningstar Total Stock Market ETF worth $5.64M as of Q2 2026.
  • Hohimer Wealth Management bought 1,505 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $538K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.56% of Hohimer Wealth Management's portfolio in Q2 2026, its #44 holding.
  • Hohimer Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • Hohimer Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $9.26M in Q4 2024.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.