Centerpoint Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Centerpoint Advisors’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	$672K	Buy	1,815 +15	+0.8%	+$5.36K	0.19%	46
2026 Q1	$577K	Hold	1,800	–	–	0.19%	47
2025 Q4	$603K	Hold	1,800	–	–	0.19%	50
2025 Q3	$591K	Buy	1,800 +750	+71%	+$237K	0.18%	50
2025 Q2	$319K	Sell	1,050 -35	-3%	-$9.84K	0.11%	67
2025 Q1	$298K	Hold	1,085	–	–	0.11%	69
2024 Q4	$314K	Buy	1,085 +1,050	+3,000%	+$306K	0.11%	68
2024 Q3	$10K	Hold	35	–	–	﹤0.01%	360
2024 Q2	$9K	Hold	35	–	–	﹤0.01%	358
2024 Q1	$9K	Hold	35	–	–	﹤0.01%	333
2023 Q4	$8K	Hold	35	–	–	﹤0.01%	338
2023 Q3	$7K	Buy	+35	New	+$7.75K	﹤0.01%	367
2022 Q3	–	Sell	-2,464	Closed	-$465K	–	422
2022 Q2	$465K	Buy	+2,464	New	+$506K	0.24%	43
2022 Q1	–	Sell	-119	Closed	-$29K	–	470
2021 Q4	$29K	Buy	119 +115	+2,875%	+$27.1K	0.01%	159
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	282
2021 Q2	$1K	Buy	+4	New	+$868	﹤0.01%	281
2019 Q1	–	Sell	-820	Closed	-$105K	–	269
2018 Q4	$105K	Buy	+820	New	+$113K	0.1%	64

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

Centerpoint Advisors's VTI Position: Q2 2026 in Review

Centerpoint Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.83% in Q2 2026, buying an estimated $5.36K and bringing the position to 1,815 shares worth $672K. The position accounts for 0.19% of the portfolio, ranked #46.

Centerpoint Advisors first reported a position in VTI in Q4 2018 and has held it in 17 quarters since. 3,683 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Centerpoint Advisors held 1,815 shares of Vanguard Morningstar Total Stock Market ETF worth $672K as of Q2 2026.
Centerpoint Advisors bought 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
Vanguard Morningstar Total Stock Market ETF made up 0.19% of Centerpoint Advisors's portfolio in Q2 2026, its #46 holding.
Centerpoint Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 17 quarters since.
3,683 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.