Houlihan Financial Resource Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Houlihan Financial Resource Group’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 Q1	$595K	Hold	1,856	–	–	0.23%	71
2025 Q4	$622K	Buy	+1,856	New	+$617K	0.24%	68
2025 Q3	–	Sell	-1,822	Closed	-$554K	–	104
2025 Q2	$554K	Hold	1,822	–	–	0.23%	69
2025 Q1	$501K	Hold	1,822	–	–	0.23%	67
2024 Q4	$528K	Hold	1,822	–	–	0.23%	66
2024 Q3	$516K	Buy	+1,822	New	+$497K	0.21%	72
2024 Q2	–	Sell	-1,822	Closed	-$474K	–	99
2024 Q1	$474K	Hold	1,822	–	–	0.21%	73
2023 Q4	$432K	Buy	1,822 +30	+2%	+$6.63K	0.21%	71
2023 Q3	$381K	Buy	+1,792	New	+$397K	0.2%	73
2023 Q2	–	Sell	-1,792	Closed	-$366K	–	174
2023 Q1	$366K	Hold	1,792	–	–	0.2%	73
2022 Q4	$343K	Buy	+1,792	New	+$345K	0.2%	74
2020 Q3	$322K	Buy	+1,765	New	+$297K	0.19%	75
2020 Q1	$253K	Sell	1,965 -226	-10%	-$34.9K	0.22%	73
2019 Q4	$359K	Buy	+2,191	New	+$343K	0.23%	74

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's VTI Position: Q1 2026 in Review

Houlihan Financial Resource Group held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,856 shares worth $595K. The position accounts for 0.23% of the portfolio, ranked #71.

Houlihan Financial Resource Group first reported a position in VTI in Q4 2019 and has held it in 14 quarters since. The position peaked at $622K in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Houlihan Financial Resource Group held 1,856 shares of Vanguard Morningstar Total Stock Market ETF worth $595K as of Q1 2026.
Houlihan Financial Resource Group left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Houlihan Financial Resource Group's portfolio in Q1 2026, its #71 holding.
Houlihan Financial Resource Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 14 quarters since.
Houlihan Financial Resource Group's Vanguard Morningstar Total Stock Market ETF position peaked at $622K in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q1 2026, filed 29 Apr 2026.