Hoxton Planning & Management
VTI icon

Hoxton Planning & Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hoxton Planning & 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
Q3 		$1.12M Sell
2,988
-100
-3% -$37.5K 0.29% 64
2026
Q2 		$1.14M Hold
3,088
– – 0.3% 65
2026
Q1 		$991K Buy
3,088
+25
+0.8% +$8.39K 0.3% 64
2025
Q4 		$1.03M Sell
3,063
-287
-9% -$95.5K 0.31% 59
2025
Q3 		$1.1M Buy
3,350
+310
+10% +$97.9K 0.35% 54
2025
Q2 		$924K Sell
3,040
-40
-1% -$11.2K 0.32% 63
2025
Q1 		$847K Sell
3,080
-204
-6% -$59.3K 0.32% 65
2024
Q4 		$952K Buy
3,284
+393
+14% +$115K 0.36% 50
2024
Q3 		$819K Sell
2,891
-24
-0.8% -$6.55K 0.32% 55
2024
Q2 		$780K Sell
2,915
-286
-9% -$74K 0.36% 48
2024
Q1 		$832K Buy
+3,201
New +$792K 0.4% 45

Other funds holding VTI

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Hoxton Planning & Management's VTI Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.2% in Q3 2026, selling an estimated $37.5K and leaving 2,988 shares worth $1.12M. The position accounts for 0.29% of the portfolio, ranked #64.

Hoxton Planning & Management first reported a position in VTI in Q1 2024 and has held it in 11 quarters since. The position peaked at $1.14M in Q2 2026. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Hoxton Planning & Management held 2,988 shares of Vanguard Morningstar Total Stock Market ETF worth $1.12M as of Q3 2026.
  • Hoxton Planning & Management sold 100 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $37.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.29% of Hoxton Planning & Management's portfolio in Q3 2026, its #64 holding.
  • Hoxton Planning & Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
  • Hoxton Planning & Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.14M in Q2 2026.
  • 3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.