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Great Point Wealth Advisors’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Great Point Wealth Advisors's VTI Position: Q1 2026 in Review

Great Point Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.24% in Q1 2026, selling an estimated $29.9K and leaving 37,535 shares worth $12M. 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 29 quarters since. The position peaked at $27.6M in Q4 2021. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Great Point Wealth Advisors held 37,535 shares of Vanguard Total Stock Market ETF worth $12M as of Q1 2026.
  • Great Point Wealth Advisors sold 89 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $29.9K.
  • Vanguard Total Stock Market ETF made up 2.22% of Great Point Wealth Advisors's portfolio in Q1 2026, its #15 holding.
  • Great Point Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 29 quarters since.
  • Great Point Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $27.6M in Q4 2021.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Great Point Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.