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Whitcomb & Hess’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Whitcomb & Hess’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 		$671K Hold
1,814
– – 0.15% 37
2026
Q1 		$582K Hold
1,814
– – 0.14% 37
2025
Q4 		$621K Sell
1,814
-135
-7% -$44.9K 0.15% 37
2025
Q3 		$640K Hold
1,949
– – 0.16% 35
2025
Q2 		$592K Buy
1,949
+44
+2% +$12.4K 0.17% 34
2025
Q1 		$524K Hold
1,905
– – 0.16% 34
2024
Q4 		$552K Hold
1,905
– – 0.17% 34
2024
Q3 		$539K Sell
1,905
-29
-1% -$7.91K 0.16% 32
2024
Q2 		$517K Hold
1,934
– – 0.16% 32
2024
Q1 		$503K Buy
1,934
+6
+0.3% +$1.48K 0.16% 32
2023
Q4 		$457K Sell
1,928
-475
-20% -$105K 0.16% 31
2023
Q3 		$510K Sell
2,403
-4
-0.2% -$885 0.19% 30
2023
Q2 		$530K Sell
2,407
-2
-0.1% -$417 0.19% 29
2023
Q1 		$492K Buy
2,409
+6
+0.2% +$1.2K 0.19% 30
2022
Q4 		$459K Buy
2,403
+21
+0.9% +$4.05K 0.18% 28
2022
Q3 		$427K Buy
2,382
+17
+0.7% +$3.39K 0.19% 26
2022
Q2 		$446K Buy
2,365
+11
+0.5% +$2.26K 0.19% 24
2022
Q1 		$536K Buy
2,354
+7
+0.3% +$1.57K 0.21% 21
2021
Q4 		$534K Buy
2,347
+15
+0.6% +$3.54K 0.21% 22
2021
Q3 		$518K Buy
+2,332
New +$532K 0.22% 22

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Whitcomb & Hess's VTI Position: Q2 2026 in Review

Whitcomb & Hess held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,814 shares worth $671K. The position accounts for 0.15% of the portfolio, ranked #37.

Whitcomb & Hess first reported a position in VTI in Q3 2021 and has held it in 20 quarters since. 2,490 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Whitcomb & Hess held 1,814 shares of Vanguard Morningstar Total Stock Market ETF worth $671K as of Q2 2026.
  • Whitcomb & Hess left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.15% of Whitcomb & Hess's portfolio in Q2 2026, its #37 holding.
  • Whitcomb & Hess first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Whitcomb & Hess's 13F filing for Q2 2026, filed 8 Jul 2026.