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

Centerpoint Advisory Group’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	$337K	Buy	912 +15	+2%	+$5.36K	0.21%	82
2026 Q1	$288K	Buy	897 +13	+1%	+$4.36K	0.22%	83
2025 Q4	$296K	Hold	884	–	–	0.23%	77
2025 Q3	$290K	Buy	884 +145	+20%	+$45.8K	0.23%	77
2025 Q2	$225K	Buy	+739	New	+$208K	0.19%	91

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 Advisory Group's VTI Position: Q2 2026 in Review

Centerpoint Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, buying an estimated $5.36K and bringing the position to 912 shares worth $337K. The position accounts for 0.21% of the portfolio, ranked #82.

Centerpoint Advisory Group first reported a position in VTI in Q2 2025 and has held it in 5 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Centerpoint Advisory Group held 912 shares of Vanguard Morningstar Total Stock Market ETF worth $337K as of Q2 2026.
Centerpoint Advisory Group bought 15 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.36K.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of Centerpoint Advisory Group's portfolio in Q2 2026, its #82 holding.
Centerpoint Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 5 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Centerpoint Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.