Great Point Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Great Point Wealth 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	$13.7M	Sell	37,081 -454	-1%	-$162K	2.22%	15
2026 Q1	$12M	Sell	37,535 -89	-0.2%	-$29.9K	2.22%	15
2025 Q4	$12.6M	Sell	37,624 -304	-0.8%	-$101K	2.3%	14
2025 Q3	$12.4M	Buy	+37,928	New	+$12M	2.34%	14
2025 Q1	$10.6M	Sell	38,706 -1,241	-3%	-$361K	2.3%	15
2024 Q4	$11.6M	Sell	39,947 -563	-1%	-$164K	2.53%	14
2024 Q3	$11.5M	Sell	40,510 -1,216	-3%	-$332K	2.45%	15
2024 Q2	$11.2M	Sell	41,726 -668	-2%	-$173K	2.55%	15
2024 Q1	$11M	Sell	42,394 -49,626	-54%	-$12.3M	2.57%	15
2023 Q4	$21.8M	Sell	92,020 -5,549	-6%	-$1.23M	5.68%	3
2023 Q3	$20.7M	Sell	97,569 -5,377	-5%	-$1.19M	6.22%	2
2023 Q2	$22.7M	Sell	102,946 -3,821	-4%	-$797K	6.81%	2
2023 Q1	$21.8M	Sell	106,767 -3,307	-3%	-$662K	6.91%	3
2022 Q4	$21M	Sell	110,074 -1,336	-1%	-$257K	7.06%	2
2022 Q3	$20M	Sell	111,410 -389	-0.3%	-$77.5K	7.46%	3
2022 Q2	$21.1M	Sell	111,799 -246	-0.2%	-$50.5K	7.47%	3
2022 Q1	$25.5M	Sell	112,045 -2,373	-2%	-$534K	7.95%	3
2021 Q4	$27.6M	Sell	114,418 -1,443	-1%	-$341K	8.46%	3
2021 Q3	$25.7M	Sell	115,861 -1,869	-2%	-$426K	8.84%	2
2021 Q2	$26.2M	Sell	117,730 -4,474	-4%	-$971K	9.15%	2
2021 Q1	$25.3M	Sell	122,204 -10,003	-8%	-$2.02M	9.66%	3
2020 Q4	$25.7M	Sell	132,207 -9,654	-7%	-$1.76M	11.04%	2
2020 Q3	$22.2M	Hold	141,861	–	–	11.46%	3
2020 Q2	$22.2M	Sell	141,861 -2,588	-2%	-$382K	11.46%	3
2020 Q1	$18.6M	Buy	144,449 +7,120	+5%	+$1.1M	15.56%	1
2019 Q4	$22.5M	Buy	137,329 +5,812	+4%	+$911K	13.89%	3
2019 Q3	$19.9M	Sell	131,517 -3,617	-3%	-$545K	13.53%	3
2019 Q2	$20.3M	Sell	135,134 -805	-0.6%	-$119K	16.38%	1
2019 Q1	$19.7M	Buy	135,939 +3,727	+3%	+$520K	16.71%	1
2018 Q4	$16.9M	Buy	+132,212	New	+$18.3M	15.96%	1

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

Great Point Wealth Advisors's VTI Position: Q2 2026 in Review

Great Point Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q2 2026, selling an estimated $162K and leaving 37,081 shares worth $13.7M. The position accounts for 2.22% of the portfolio, ranked #15.

Great Point Wealth Advisors first reported a position in VTI in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.6M in Q4 2021. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Great Point Wealth Advisors held 37,081 shares of Vanguard Morningstar Total Stock Market ETF worth $13.7M as of Q2 2026.
Great Point Wealth Advisors sold 454 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $162K.
Vanguard Morningstar Total Stock Market ETF made up 2.22% of Great Point Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Great Point Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 30 quarters since.
Great Point Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $27.6M in Q4 2021.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Great Point Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.