BluePointe Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

BluePointe Capital Management’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
2025 Q1	$4.78M	Buy	17,396 +1,281	+8%	+$372K	1.82%	14
2024 Q4	$4.67M	Hold	16,115	–	–	2.67%	9
2024 Q3	$4.58M	Hold	16,115	–	–	2.97%	9
2024 Q2	$4.33M	Hold	16,115	–	–	2.9%	10
2024 Q1	$4.19M	Hold	16,115	–	–	2.88%	10
2023 Q4	$3.82M	Buy	+16,115	New	+$3.56M	2.9%	10

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

BluePointe Capital Management's VTI Position: Q1 2025 in Review

BluePointe Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.9% in Q1 2025, buying an estimated $372K and bringing the position to 17,396 shares worth $4.78M. The position accounts for 1.82% of the portfolio, ranked #14.

BluePointe Capital Management first reported a position in VTI in Q4 2023 and has held it in 6 quarters since. 3,160 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

BluePointe Capital Management held 17,396 shares of Vanguard Morningstar Total Stock Market ETF worth $4.78M as of Q1 2025.
BluePointe Capital Management bought 1,281 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $372K.
Vanguard Morningstar Total Stock Market ETF made up 1.82% of BluePointe Capital Management's portfolio in Q1 2025, its #14 holding.
BluePointe Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 6 quarters since.
3,160 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

Based on BluePointe Capital Management's 13F filing for Q1 2025, filed 2 May 2025.