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Bearing Point Capital’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bearing Point 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
Q1 		$671K Buy
2,091
+7
+0.3% +$2.35K 0.11% 115
2025
Q4 		$699K Buy
2,084
+1,143
+121% +$380K 0.11% 116
2025
Q3 		$309K Buy
941
+47
+5% +$14.8K 0.05% 146
2025
Q2 		$272K Buy
894
+109
+14% +$30.7K 0.05% 147
2025
Q1 		$216K Sell
785
-30
-4% -$8.72K 0.05% 157
2024
Q4 		$236K Buy
+815
New +$238K 0.05% 149

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bearing Point Capital's VTI Position: Q1 2026 in Review

Bearing Point Capital increased its Vanguard Total Stock Market ETF (VTI) stake by 0.34% in Q1 2026, buying an estimated $2.35K and bringing the position to 2,091 shares worth $671K. The position accounts for 0.11% of the portfolio, ranked #115.

Bearing Point Capital first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $699K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Bearing Point Capital held 2,091 shares of Vanguard Total Stock Market ETF worth $671K as of Q1 2026.
  • Bearing Point Capital bought 7 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.35K.
  • Vanguard Total Stock Market ETF made up 0.11% of Bearing Point Capital's portfolio in Q1 2026, its #115 holding.
  • Bearing Point Capital first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • Bearing Point Capital's Vanguard Total Stock Market ETF position peaked at $699K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.