Hudson Oak Wealth Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hudson Oak Wealth Advisory’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	$302K	Sell	815 -6	-0.7%	-$2.15K	0.23%	46
2026 Q1	$263K	Hold	821	–	–	0.23%	47
2025 Q4	$275K	Buy	+821	New	+$273K	0.24%	47

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

Hudson Oak Wealth Advisory's VTI Position: Q2 2026 in Review

Hudson Oak Wealth Advisory reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, selling an estimated $2.15K and leaving 815 shares worth $302K. The position accounts for 0.23% of the portfolio, ranked #46.

Hudson Oak Wealth Advisory first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,662 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Hudson Oak Wealth Advisory held 815 shares of Vanguard Morningstar Total Stock Market ETF worth $302K as of Q2 2026.
Hudson Oak Wealth Advisory sold 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.23% of Hudson Oak Wealth Advisory's portfolio in Q2 2026, its #46 holding.
Hudson Oak Wealth Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
3,662 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hudson Oak Wealth Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.