JHC
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J. Hagan Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

J. Hagan Capital’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
Q1 		$1.31M Sell
4,087
-1,405
-26% -$471K 0.71% 28
2025
Q4 		$1.84M Sell
5,492
-6,375
-54% -$2.12M 1.02% 25
2025
Q3 		$3.89M Buy
11,867
+1,546
+15% +$488K 2.36% 13
2025
Q2 		$3.19M Sell
10,321
-1,244
-11% -$350K 2.16% 15
2025
Q1 		$3.35M Buy
+11,565
New +$3.36M 2.73% 13

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Hagan Capital's VTI Position: Q1 2026 in Review

J. Hagan Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 26% in Q1 2026, selling an estimated $471K and leaving 4,087 shares worth $1.31M. The position accounts for 0.71% of the portfolio, ranked #28.

J. Hagan Capital first reported a position in VTI in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.89M in Q3 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • J. Hagan Capital held 4,087 shares of Vanguard Morningstar Total Stock Market ETF worth $1.31M as of Q1 2026.
  • J. Hagan Capital sold 1,405 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $471K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of J. Hagan Capital's portfolio in Q1 2026, its #28 holding.
  • J. Hagan Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 5 quarters since.
  • J. Hagan Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $3.89M in Q3 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on J. Hagan Capital's 13F filing for Q1 2026, filed 13 May 2026.