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 Q2	$1.48M	Sell	4,008 -79	-2%	-$28.2K	0.69%	29
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 $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

J. Hagan Capital's VTI Position: Q2 2026 in Review

J. Hagan Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $28.2K and leaving 4,008 shares worth $1.48M. The position accounts for 0.69% of the portfolio, ranked #29.

J. Hagan Capital first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.89M in Q3 2025. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

J. Hagan Capital held 4,008 shares of Vanguard Morningstar Total Stock Market ETF worth $1.48M as of Q2 2026.
J. Hagan Capital sold 79 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $28.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.69% of J. Hagan Capital's portfolio in Q2 2026, its #29 holding.
J. Hagan Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
J. Hagan Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $3.89M in Q3 2025.
3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on J. Hagan Capital's 13F filing for Q2 2026, filed 14 Aug 2026.