McHugh Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

McHugh Group’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 Q3	$2.76M	Buy	7,364 +6	+0.1%	+$2.25K	1.35%	15
2026 Q2	$2.72M	Buy	7,358 +1	+0%	+$358	1.39%	15
2026 Q1	$2.36M	Buy	7,357 +1,254	+21%	+$421K	1.4%	15
2025 Q4	$2.05M	Buy	6,103 +752	+14%	+$250K	1.16%	16
2025 Q3	$1.76M	Buy	5,351 +151	+3%	+$47.7K	1.05%	19
2025 Q2	$1.58M	Buy	5,200 +3,400	+189%	+$956K	1.06%	19
2025 Q1	$495K	Hold	1,800	–	–	0.37%	39
2024 Q4	$522K	Buy	+1,800	New	+$525K	0.39%	38

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

McHugh Group's VTI Position: Q3 2026 in Review

McHugh Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q3 2026, buying an estimated $2.25K and bringing the position to 7,364 shares worth $2.76M. The position accounts for 1.35% of the portfolio, ranked #15.

McHugh Group first reported a position in VTI in Q4 2024 and has held it in 8 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

McHugh Group held 7,364 shares of Vanguard Morningstar Total Stock Market ETF worth $2.76M as of Q3 2026.
McHugh Group bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $2.25K.
Vanguard Morningstar Total Stock Market ETF made up 1.35% of McHugh Group's portfolio in Q3 2026, its #15 holding.
McHugh Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 8 quarters since.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on McHugh Group's 13F filing for Q3 2026, filed 19 Oct 2026.