Cypress Point Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Cypress Point Wealth 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	$11.6M	Sell	31,303 -4,486	-13%	-$1.6M	2.36%	7
2026 Q1	$11.5M	Buy	35,789 +117	+0.3%	+$39.3K	2.47%	7
2025 Q4	$12M	Sell	35,672 -2,566	-7%	-$854K	2.61%	7
2025 Q3	$12.5M	Sell	38,238 -99	-0.3%	-$31.3K	2.54%	8
2025 Q2	$11.7M	Buy	38,337 +4,351	+13%	+$1.22M	2.84%	7
2025 Q1	$9.34M	Sell	33,986 -273	-0.8%	-$79.3K	2.96%	6
2024 Q4	$9.93M	Buy	34,259 +3,077	+10%	+$898K	3.09%	5
2024 Q3	$8.83M	Sell	31,182 -467	-1%	-$127K	3.47%	5
2024 Q2	$8.47M	Buy	31,649 +7,329	+30%	+$1.9M	4.01%	5
2024 Q1	$6.32M	Buy	24,320 +6,006	+33%	+$1.49M	3.24%	7
2023 Q4	$4.34M	Buy	18,314 +11,287	+161%	+$2.5M	3.23%	6
2023 Q3	$1.49M	Buy	+7,027	New	+$1.56M	1.31%	21
2021 Q4	–	Sell	-488	Closed	-$108K	–	155
2021 Q3	$108K	Buy	488 +22	+5%	+$5.02K	0.08%	39
2021 Q2	$104K	Buy	466 +66	+17%	+$14.3K	0.07%	41
2021 Q1	$83K	Buy	400 +31	+8%	+$6.27K	0.09%	34
2020 Q4	$72K	Buy	+369	New	+$67.4K	0.11%	98

Other funds holding VTI

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

VCP

Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cypress Point Wealth Management's VTI Position: Q2 2026 in Review

Cypress Point Wealth Management reduced its Vanguard Total Stock Market ETF (VTI) stake by 13% in Q2 2026, selling an estimated $1.6M and leaving 31,303 shares worth $11.6M. The position accounts for 2.36% of the portfolio, ranked #7.

Cypress Point Wealth Management first reported a position in VTI in Q4 2020 and has held it in 16 quarters since. The position peaked at $12.5M in Q3 2025. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Cypress Point Wealth Management held 31,303 shares of Vanguard Total Stock Market ETF worth $11.6M as of Q2 2026.
Cypress Point Wealth Management sold 4,486 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $1.6M.
Vanguard Total Stock Market ETF made up 2.36% of Cypress Point Wealth Management's portfolio in Q2 2026, its #7 holding.
Cypress Point Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 16 quarters since.
Cypress Point Wealth Management's Vanguard Total Stock Market ETF position peaked at $12.5M in Q3 2025.
1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.