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

Cardinal Point 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
2026 Q2	$229M	Buy	619,030 +7,074	+1%	+$2.53M	12.98%	1
2026 Q1	$196M	Buy	611,956 +30,152	+5%	+$10.1M	12.04%	1
2025 Q4	$195M	Buy	581,804 +12,230	+2%	+$4.07M	12.75%	1
2025 Q3	$186M	Buy	569,574 +20,439	+4%	+$6.46M	13.03%	1
2025 Q2	$167M	Buy	549,135 +16,207	+3%	+$4.56M	13.26%	1
2025 Q1	$146M	Buy	532,928 +3,711	+0.7%	+$1.08M	13.46%	1
2024 Q4	$153M	Buy	529,217 +27,388	+5%	+$7.99M	24.35%	1
2024 Q3	$143M	Buy	501,829 +7,815	+2%	+$2.13M	23.76%	1
2024 Q2	$133M	Buy	494,014 +18,379	+4%	+$4.76M	23.07%	1
2024 Q1	$124M	Buy	475,635 +13,319	+3%	+$3.3M	23.52%	1
2023 Q4	$110M	Sell	462,316 -15,067	-3%	-$3.33M	26.52%	1
2023 Q3	$101M	Buy	477,383 +12,064	+3%	+$2.67M	26.53%	1
2023 Q2	$103M	Sell	465,319 -8,746	-2%	-$1.82M	30.85%	1
2023 Q1	$96.8M	Buy	474,065 +25,791	+6%	+$5.16M	29.4%	1
2022 Q4	$85.7M	Buy	+448,274	New	+$86.4M	29.59%	1

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

Cardinal Point Capital Management's VTI Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, buying an estimated $2.53M and bringing the position to 619,030 shares worth $229M. The position accounts for 12.98% of the portfolio, ranked #1.

Cardinal Point Capital Management first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cardinal Point Capital Management held 619,030 shares of Vanguard Morningstar Total Stock Market ETF worth $229M as of Q2 2026.
Cardinal Point Capital Management bought 7,074 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.53M.
Vanguard Morningstar Total Stock Market ETF made up 12.98% of Cardinal Point Capital Management's portfolio in Q2 2026, its #1 holding.
Cardinal Point Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.