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Team Hewins’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Team Hewins’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 		$1.22M Buy
3,309
+26
+0.8% +$9.3K 0.34% 15
2026
Q1 		$1.05M Hold
3,283
– – 0.31% 16
2025
Q4 		$1.1M Hold
3,283
– – 0.35% 15
2025
Q3 		$1.08M Buy
+3,283
New +$1.04M 0.36% 15
2025
Q1 		– Sell
-1,107
Closed -$321K – 40
2024
Q4 		$321K Buy
+1,107
New +$323K 0.13% 26

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Team Hewins's VTI Position: Q2 2026 in Review

Team Hewins increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.79% in Q2 2026, buying an estimated $9.3K and bringing the position to 3,309 shares worth $1.22M. The position accounts for 0.34% of the portfolio, ranked #15.

Team Hewins first reported a position in VTI in Q4 2024 and has held it in 5 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Team Hewins held 3,309 shares of Vanguard Morningstar Total Stock Market ETF worth $1.22M as of Q2 2026.
  • Team Hewins bought 26 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.34% of Team Hewins's portfolio in Q2 2026, its #15 holding.
  • Team Hewins first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 5 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Team Hewins's 13F filing for Q2 2026, filed 29 Jul 2026.