HFS
VTI icon

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

Hopwood Financial Services’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 		$1.68M Sell
4,537
-12
-0.3% -$4.29K 0.97% 23
2026
Q1 		$1.46M Hold
4,549
– – 0.98% 23
2025
Q4 		$1.53M Sell
4,549
-20
-0.4% -$6.65K 1.07% 21
2025
Q3 		$1.5M Sell
4,569
-887
-16% -$280K 1% 19
2025
Q2 		$1.66M Sell
5,456
-672
-11% -$189K 1.3% 16
2025
Q1 		$1.68M Sell
6,128
-2,726
-31% -$792K 1.3% 19
2024
Q4 		$2.57M Buy
+8,854
New +$2.58M 1.94% 14

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
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

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

Hopwood Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.26% in Q2 2026, selling an estimated $4.29K and leaving 4,537 shares worth $1.68M. The position accounts for 0.97% of the portfolio, ranked #23.

Hopwood Financial Services first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q4 2024. 1,977 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hopwood Financial Services held 4,537 shares of Vanguard Morningstar Total Stock Market ETF worth $1.68M as of Q2 2026.
  • Hopwood Financial Services sold 12 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.29K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.97% of Hopwood Financial Services's portfolio in Q2 2026, its #23 holding.
  • Hopwood Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Hopwood Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $2.57M in Q4 2024.
  • 1,977 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.