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Juncture Wealth Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Juncture Wealth Strategies’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 		$1.74M Sell
4,700
-93
-2% -$33.3K 0.45% 47
2026
Q1 		$1.54M Sell
4,793
-314
-6% -$105K 0.51% 37
2025
Q4 		$1.71M Sell
5,107
-33
-0.6% -$11K 0.56% 36
2025
Q3 		$1.69M Hold
5,140
– – 0.57% 34
2025
Q2 		$1.56M Sell
5,140
-668
-12% -$188K 0.56% 34
2025
Q1 		$1.6M Sell
5,808
-169
-3% -$49.1K 0.62% 27
2024
Q4 		$1.73M Sell
5,977
-41
-0.7% -$12K 0.65% 26
2024
Q3 		$1.7M Sell
6,018
-540
-8% -$147K 0.66% 27
2024
Q2 		$1.75M Sell
6,558
-391
-6% -$101K 0.74% 24
2024
Q1 		$1.81M Sell
6,949
-2,555
-27% -$632K 0.78% 24
2023
Q4 		$2.25M Buy
9,504
+1,463
+18% +$323K 1.02% 23
2023
Q3 		$1.71M Sell
8,041
-5,983
-43% -$1.32M 0.84% 28
2023
Q2 		$3.09M Buy
14,024
+2,272
+19% +$474K 1.45% 18
2023
Q1 		$2.4M Sell
11,752
-14,139
-55% -$2.83M 1.18% 22
2022
Q4 		$4.95M Buy
25,891
+9,658
+59% +$1.86M 2.36% 9
2022
Q3 		$2.91M Sell
16,233
-7,989
-33% -$1.59M 1.45% 22
2022
Q2 		$4.57M Buy
24,222
+21,846
+919% +$4.49M 2.25% 13
2022
Q1 		$541K Buy
+2,376
New +$534K 0.26% 76
2021
Q1 		– Sell
-3,327
Closed -$648K – 124
2020
Q4 		$648K Buy
3,327
+28
+0.8% +$5.12K 0.41% 52
2020
Q3 		$562K Sell
3,299
-4,263
-56% -$717K 0.39% 58
2020
Q2 		$1.18M Buy
7,562
+1,131
+18% +$167K 0.89% 25
2020
Q1 		$829K Sell
6,431
-707
-10% -$109K 0.76% 33
2019
Q4 		$1.17M Sell
7,138
-1,166
-14% -$183K 0.91% 31
2019
Q3 		$1.25M Buy
8,304
+120
+1% +$18.1K 1.1% 25
2019
Q2 		$1.23M Buy
8,184
+2,362
+41% +$348K 0.99% 32
2019
Q1 		$843K Sell
5,822
-4,135
-42% -$577K 0.65% 41
2018
Q4 		$1.27M Buy
+9,957
New +$1.37M 0.86% 34

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Juncture Wealth Strategies's VTI Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.9% in Q2 2026, selling an estimated $33.3K and leaving 4,700 shares worth $1.74M. The position accounts for 0.45% of the portfolio, ranked #47.

Juncture Wealth Strategies first reported a position in VTI in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.95M in Q4 2022. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Juncture Wealth Strategies held 4,700 shares of Vanguard Morningstar Total Stock Market ETF worth $1.74M as of Q2 2026.
  • Juncture Wealth Strategies sold 93 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $33.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.45% of Juncture Wealth Strategies's portfolio in Q2 2026, its #47 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
  • Juncture Wealth Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $4.95M in Q4 2022.
  • 3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.