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

High 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 Q3	$404K	Buy	1,079 +3	+0.3%	+$1.12K	0.32%	66
2026 Q2	$398K	Buy	1,076 +3	+0.3%	+$1.07K	0.33%	67
2026 Q1	$344K	Buy	1,073 +3	+0.3%	+$1.01K	0.33%	69
2025 Q4	$359K	Buy	+1,070	New	+$356K	0.34%	65

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

High Point Wealth Management's VTI Position: Q3 2026 in Review

High Point Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.28% in Q3 2026, buying an estimated $1.12K and bringing the position to 1,079 shares worth $404K. The position accounts for 0.32% of the portfolio, ranked #66.

High Point Wealth Management first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

High Point Wealth Management held 1,079 shares of Vanguard Morningstar Total Stock Market ETF worth $404K as of Q3 2026.
High Point Wealth Management bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.12K.
Vanguard Morningstar Total Stock Market ETF made up 0.32% of High Point Wealth Management's portfolio in Q3 2026, its #66 holding.
High Point Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on High Point Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.