Cedar Point Capital Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Cedar Point Capital Partners’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	$888K	Sell	2,399 -325	-12%	-$116K	0.51%	35
2026 Q1	$874K	Sell	2,724 -179	-6%	-$60.1K	0.57%	34
2025 Q4	$973K	Sell	2,903 -59	-2%	-$19.6K	0.62%	33
2025 Q3	$972K	Sell	2,962 -10	-0.3%	-$3.16K	0.64%	33
2025 Q2	$903K	Sell	2,972 -17	-0.6%	-$4.78K	0.64%	34
2025 Q1	$821K	Sell	2,989 -77	-3%	-$22.4K	0.55%	33
2024 Q4	$889K	Sell	3,066 -10	-0.3%	-$2.92K	0.6%	32
2024 Q3	$871K	Sell	3,076 -192	-6%	-$52.4K	0.6%	32
2024 Q2	$874K	Sell	3,268 -12	-0.4%	-$3.11K	0.65%	30
2024 Q1	$852K	Buy	3,280 +140	+4%	+$34.6K	0.65%	31
2023 Q4	$745K	Buy	+3,140	New	+$694K	0.62%	30

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

Cedar Point Capital Partners's VTI Position: Q2 2026 in Review

Cedar Point Capital Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $116K and leaving 2,399 shares worth $888K. The position accounts for 0.51% of the portfolio, ranked #35.

Cedar Point Capital Partners first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $973K in Q4 2025. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cedar Point Capital Partners held 2,399 shares of Vanguard Morningstar Total Stock Market ETF worth $888K as of Q2 2026.
Cedar Point Capital Partners sold 325 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $116K.
Vanguard Morningstar Total Stock Market ETF made up 0.51% of Cedar Point Capital Partners's portfolio in Q2 2026, its #35 holding.
Cedar Point Capital Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Cedar Point Capital Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $973K in Q4 2025.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Cedar Point Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.