CPCM
VTI icon

Cardinal Point Capital Management’s Vanguard 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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return