DecisionPoint Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

DecisionPoint Financial’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	$4.45M	Sell	12,057 -376	-3%	-$134K	0.82%	15
2026 Q1	$3.99M	Sell	12,433 -17	-0.1%	-$5.7K	0.86%	15
2025 Q4	$4.17M	Buy	12,450 +791	+7%	+$263K	0.92%	15
2025 Q3	$3.84M	Buy	11,659 +2,212	+23%	+$699K	0.9%	15
2025 Q2	$2.87M	Buy	9,447 +4,656	+97%	+$1.31M	0.73%	17
2025 Q1	$1.32M	Buy	4,791 +204	+4%	+$59.3K	0.38%	18
2024 Q4	$1.33M	Sell	4,587 -269	-6%	-$78.5K	0.41%	17
2024 Q3	$1.38M	Hold	4,856	–	–	0.44%	17
2024 Q2	$1.32M	Sell	4,856 -482	-9%	-$125K	0.44%	17
2024 Q1	$1.34M	Sell	5,338 -389	-7%	-$96.2K	0.53%	17
2023 Q4	$1.36M	Buy	5,727 +365	+7%	+$80.7K	0.58%	17
2023 Q3	$1.14M	Sell	5,362 -312	-5%	-$69.1K	0.6%	16
2023 Q2	$1.25M	Sell	5,674 -7,677	-58%	-$1.6M	0.65%	15
2023 Q1	$2.72M	Sell	13,351 -527	-4%	-$105K	1.57%	12
2022 Q4	$2.65M	Buy	+13,878	New	+$2.67M	1.61%	12

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

DecisionPoint Financial's VTI Position: Q2 2026 in Review

DecisionPoint Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $134K and leaving 12,057 shares worth $4.45M. The position accounts for 0.82% of the portfolio, ranked #15.

DecisionPoint Financial first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

DecisionPoint Financial held 12,057 shares of Vanguard Morningstar Total Stock Market ETF worth $4.45M as of Q2 2026.
DecisionPoint Financial sold 376 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $134K.
Vanguard Morningstar Total Stock Market ETF made up 0.82% of DecisionPoint Financial's portfolio in Q2 2026, its #15 holding.
DecisionPoint Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.