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HUB Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

HUB Investment Partners’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 		$147M Buy
396,671
+36,386
+10% +$13M 2.64% 4
2026
Q1 		$116M Buy
360,285
+41,444
+13% +$13.9M 2.76% 3
2025
Q4 		$107M Sell
318,841
-5,142
-2% -$1.71M 2.77% 3
2025
Q3 		$106M Buy
323,983
+13,893
+4% +$4.39M 3.53% 2
2025
Q2 		$94.2M Buy
310,090
+4,797
+2% +$1.35M 3.14% 3
2025
Q1 		$83.9M Buy
305,293
+755
+0.2% +$219K 3.33% 3
2024
Q4 		$88.3M Buy
304,538
+5,227
+2% +$1.53M 3.7% 3
2024
Q3 		$84.8M Buy
299,311
+22,567
+8% +$6.16M 3.7% 3
2024
Q2 		$74M Buy
276,744
+18,722
+7% +$4.85M 2.8% 4
2024
Q1 		$67.1M Buy
258,022
+16,969
+7% +$4.2M 3.66% 3
2023
Q4 		$57.2M Buy
241,053
+7,743
+3% +$1.71M 3.9% 2
2023
Q3 		$49.6M Buy
233,310
+12,361
+6% +$2.74M 7.48% 2
2023
Q2 		$48.7M Buy
220,949
+20,780
+10% +$4.33M 8.08% 2
2023
Q1 		$40.9M Buy
+200,169
New +$40.1M 8.45% 1
2022
Q4 		– Sell
-179,254
Closed -$32.2M – 199
2022
Q3 		$32.2M Buy
179,254
+12,795
+8% +$2.55M 9.7% 1
2022
Q2 		$31.4M Buy
166,459
+6,079
+4% +$1.25M 9.8% 2
2022
Q1 		$36.5M Buy
160,380
+7,774
+5% +$1.75M 8.59% 1
2021
Q4 		$36.8M Sell
152,606
-3,572
-2% -$843K 8.56% 2
2021
Q3 		$34.7M Buy
156,178
+18,853
+14% +$4.3M 8.25% 2
2021
Q2 		$30.6M Buy
137,325
+20,903
+18% +$4.54M 8.17% 1
2021
Q1 		$24.1M Buy
116,422
+43,733
+60% +$8.85M 7.1% 1
2020
Q4 		$12.4M Buy
+72,689
New +$13.3M 5.64% 1

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HUB Investment Partners's VTI Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 10% in Q2 2026, buying an estimated $13M and bringing the position to 396,671 shares worth $147M. The position accounts for 2.64% of the portfolio, ranked #4.

HUB Investment Partners first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • HUB Investment Partners held 396,671 shares of Vanguard Morningstar Total Stock Market ETF worth $147M as of Q2 2026.
  • HUB Investment Partners bought 36,386 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $13M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.64% of HUB Investment Partners's portfolio in Q2 2026, its #4 holding.
  • HUB Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.