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

HRC 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	$1.33M	Sell	3,591 -88	-2%	-$31.5K	0.54%	15
2026 Q1	$1.18M	Buy	3,679 +1,769	+93%	+$594K	0.56%	13
2025 Q4	$640K	Sell	1,910 -6	-0.3%	-$2K	0.31%	29
2025 Q3	$629K	Hold	1,916	–	–	0.31%	30
2025 Q2	$582K	Hold	1,916	–	–	0.31%	28
2025 Q1	$526K	Buy	+1,916	New	+$557K	0.33%	28

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

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

HRC Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $31.5K and leaving 3,591 shares worth $1.33M. The position accounts for 0.54% of the portfolio, ranked #15.

HRC Wealth Management first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 1,974 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

HRC Wealth Management held 3,591 shares of Vanguard Morningstar Total Stock Market ETF worth $1.33M as of Q2 2026.
HRC Wealth Management sold 88 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $31.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.54% of HRC Wealth Management's portfolio in Q2 2026, its #15 holding.
HRC Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HRC Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.