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Relyea Zuckerberg Hanson’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Relyea Zuckerberg Hanson’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 		$15.4M Buy
41,644
+1,697
+4% +$607K 1.28% 17
2026
Q1 		$12.8M Buy
39,947
+6,712
+20% +$2.25M 1.29% 16
2025
Q4 		$11.1M Buy
33,235
+438
+1% +$146K 1.13% 16
2025
Q3 		$10.8M Sell
32,797
-250
-0.8% -$79K 1.13% 17
2025
Q2 		$10M Buy
33,047
+31
+0.1% +$8.72K 1.18% 17
2025
Q1 		$9.07M Sell
33,016
-129
-0.4% -$37.5K 1.22% 16
2024
Q4 		$9.61M Buy
33,145
+908
+3% +$265K 1.29% 14
2024
Q3 		$9.13M Sell
32,237
-16
-0% -$4.36K 1.39% 13
2024
Q2 		$8.63M Buy
32,253
+4,529
+16% +$1.17M 1.45% 14
2024
Q1 		$7.21M Buy
27,724
+88
+0.3% +$21.8K 1.26% 16
2023
Q4 		$6.56M Sell
27,636
-421
-2% -$93.1K 1.28% 15
2023
Q3 		$5.96M Buy
28,057
+17
+0.1% +$3.76K 1.36% 15
2023
Q2 		$6.18M Buy
28,040
+28
+0.1% +$5.84K 1.39% 15
2023
Q1 		$5.72M Sell
28,012
-224
-0.8% -$44.8K 1.4% 15
2022
Q4 		$5.4M Buy
28,236
+7,139
+34% +$1.38M 1.54% 14
2022
Q3 		$3.79M Buy
21,097
+1
+0% +$199 1.37% 19
2022
Q2 		$3.98M Sell
21,096
-823
-4% -$169K 1.48% 18
2022
Q1 		$4.9M Sell
21,919
-26
-0.1% -$5.85K 1.6% 14
2021
Q4 		$4.85M Buy
21,945
+1,815
+9% +$428K 1.76% 13
2021
Q3 		$4.47M Buy
20,130
+44
+0.2% +$10K 1.74% 15
2021
Q2 		$4.48M Sell
20,086
-198
-1% -$43K 1.84% 15
2021
Q1 		$4.42M Sell
20,284
-7
-0% -$1.42K 1.95% 15
2020
Q4 		$3.95M Buy
20,291
+1
+0% +$183 2.12% 9
2020
Q3 		$3.61M Buy
20,290
+13
+0.1% +$2.19K 2.32% 9
2020
Q2 		$3.17M Sell
20,277
-418
-2% -$61.6K 2.53% 9
2020
Q1 		$2.67M Sell
20,695
-3
-0% -$464 2.92% 7
2019
Q4 		$3.39M Buy
+20,698
New +$3.24M 3.25% 7

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

Relyea Zuckerberg Hanson's VTI Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, buying an estimated $607K and bringing the position to 41,644 shares worth $15.4M. The position accounts for 1.28% of the portfolio, ranked #17.

Relyea Zuckerberg Hanson first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Relyea Zuckerberg Hanson held 41,644 shares of Vanguard Morningstar Total Stock Market ETF worth $15.4M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 1,697 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $607K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.28% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #17 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.