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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$260K Buy
700
+54
+8% +$19.3K 0.05% 91
2026
Q1
$208K Buy
+646
New +$217K 0.05% 95
2021
Q4
Sell
-396
Closed -$87K 400
2021
Q3
$87K Buy
+396
New +$90.3K 0.03% 124

Other funds holding VTI

Guidance Point Advisors's VTI Position: Q2 2026 in Review

Guidance Point Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.4% in Q2 2026, buying an estimated $19.3K and bringing the position to 700 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #91.

Guidance Point Advisors first reported a position in VTI in Q3 2021 and has held it in 3 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Guidance Point Advisors held 700 shares of Vanguard Morningstar Total Stock Market ETF worth $260K as of Q2 2026.
  • Guidance Point Advisors bought 54 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Guidance Point Advisors's portfolio in Q2 2026, its #91 holding.
  • Guidance Point Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 3 quarters since.
  • 3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Guidance Point Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.