HVP
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Hudson Value Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Hudson Value 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 		$10M Buy
27,116
+4,374
+19% +$1.56M 2.52% 9
2026
Q1 		$7.3M Buy
22,742
+475
+2% +$159K 2.18% 13
2025
Q4 		$7.47M Buy
22,267
+1,682
+8% +$560K 2.23% 11
2025
Q3 		$6.76M Buy
20,585
+2,855
+16% +$902K 2.09% 14
2025
Q2 		$5.39M Sell
17,730
-6,596
-27% -$1.86M 1.86% 17
2025
Q1 		$6.69M Sell
24,326
-4,699
-16% -$1.37M 2.51% 9
2024
Q4 		$8.42M Buy
29,025
+11,843
+69% +$3.46M 3.13% 6
2024
Q3 		$4.87M Buy
17,182
+4,417
+35% +$1.2M 1.89% 20
2024
Q2 		$3.41M Sell
12,765
-1,435
-10% -$371K 1.44% 25
2024
Q1 		$3.69M Buy
14,200
+3,098
+28% +$766K 1.57% 22
2023
Q4 		$2.63M Sell
11,102
-1,774
-14% -$392K 1.22% 31
2023
Q3 		$2.73M Sell
12,876
-1,485
-10% -$329K 1.44% 25
2023
Q2 		$3.16M Buy
14,361
+1,845
+15% +$385K 1.61% 21
2023
Q1 		$2.55M Buy
12,516
+14
+0.1% +$2.8K 1.45% 23
2022
Q4 		$2.39M Buy
12,502
+277
+2% +$53.4K 1.47% 24
2022
Q3 		$2.19M Sell
12,225
-35
-0.3% -$6.98K 1.48% 26
2022
Q2 		$2.31M Buy
12,260
+35
+0.3% +$7.19K 1.47% 27
2022
Q1 		$2.78M Buy
12,225
+121
+1% +$27.2K 1.43% 26
2021
Q4 		$2.92M Buy
12,104
+546
+5% +$129K 1.42% 26
2021
Q3 		$2.57M Buy
11,558
+2,509
+28% +$572K 1.41% 24
2021
Q2 		$2.02M Buy
9,049
+3,175
+54% +$689K 1.11% 29
2021
Q1 		$1.21M Buy
5,874
+1,050
+22% +$212K 0.73% 44
2020
Q4 		$935K Buy
+4,824
New +$882K 0.63% 55

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

Hudson Value Partners's VTI Position: Q2 2026 in Review

Hudson Value Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 19% in Q2 2026, buying an estimated $1.56M and bringing the position to 27,116 shares worth $10M. The position accounts for 2.52% of the portfolio, ranked #9.

Hudson Value Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Hudson Value Partners held 27,116 shares of Vanguard Morningstar Total Stock Market ETF worth $10M as of Q2 2026.
  • Hudson Value Partners bought 4,374 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.56M.
  • Vanguard Morningstar Total Stock Market ETF made up 2.52% of Hudson Value Partners's portfolio in Q2 2026, its #9 holding.
  • Hudson Value Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Hudson Value Partners's 13F filing for Q2 2026, filed 10 Jul 2026.