HTG Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

HTG Investment Advisors’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	$3.22M	Sell	8,710 -1,202	-12%	-$430K	0.83%	25
2026 Q1	$3.18M	Sell	9,912 -103	-1%	-$34.6K	0.9%	23
2025 Q4	$3.36M	Buy	10,015 +43	+0.4%	+$14.3K	1.03%	23
2025 Q3	$3.27M	Buy	9,972 +211	+2%	+$66.7K	1.1%	21
2025 Q2	$2.97M	Sell	9,761 -98	-1%	-$27.6K	1.1%	20
2025 Q1	$2.71M	Hold	9,859	–	–	1.13%	20
2024 Q4	$2.86M	Buy	9,859 +2,540	+35%	+$741K	1.31%	19
2024 Q3	$2.07M	Hold	7,319	–	–	0.98%	23
2024 Q2	$1.96M	Hold	7,319	–	–	1.06%	21
2024 Q1	$1.9M	Hold	7,319	–	–	1.1%	20
2023 Q4	$1.74M	Buy	7,319 +1,675	+30%	+$370K	1.13%	20
2023 Q3	$1.2M	Buy	5,644 +8	+0.1%	+$1.77K	0.96%	22
2023 Q2	$1.24M	Buy	5,636 +663	+13%	+$138K	1.03%	21
2023 Q1	$1.01M	Sell	4,973 -548	-10%	-$110K	0.93%	22
2022 Q4	$1.06M	Buy	+5,521	New	+$1.06M	1.07%	21

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HTG Investment Advisors's VTI Position: Q2 2026 in Review

HTG Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $430K and leaving 8,710 shares worth $3.22M. The position accounts for 0.83% of the portfolio, ranked #25.

HTG Investment Advisors first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.36M in Q4 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

HTG Investment Advisors held 8,710 shares of Vanguard Morningstar Total Stock Market ETF worth $3.22M as of Q2 2026.
HTG Investment Advisors sold 1,202 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $430K.
Vanguard Morningstar Total Stock Market ETF made up 0.83% of HTG Investment Advisors's portfolio in Q2 2026, its #25 holding.
HTG Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
HTG Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.36M in Q4 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.