North Point Portfolio Managers’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
Q3
$665K Buy
1,776
+291
+20% +$109K 0.11% 50
2026
Q2
$550K Hold
1,485
– – 0.09% 52
2026
Q1
$476K Buy
1,485
+85
+6% +$28.5K 0.08% 51
2025
Q4
$469K Sell
1,400
-43
-3% -$14.3K 0.08% 50
2025
Q3
$474K Buy
1,443
+5
+0.3% +$1.58K 0.08% 50
2025
Q2
$437K Hold
1,438
– – 0.08% 51
2025
Q1
$395K Buy
1,438
+559
+64% +$162K 0.07% 53
2024
Q4
$255K Sell
879
-55
-6% -$16K 0.04% 62
2024
Q3
$264K Hold
934
– – 0.04% 76
2024
Q2
$250K Hold
934
– – 0.04% 56
2024
Q1
$243K Buy
+934
New +$231K 0.04% 53
2018
Q4
– Sell
-2,324
Closed -$348K – 87
2018
Q3
$348K Buy
+2,324
New +$342K 0.06% 48
2014
Q1
– Sell
-3,785
Closed -$363K – 83
2013
Q4
$363K Buy
+3,785
New +$348K 0.08% 41

Other funds holding VTI

North Point Portfolio Managers's VTI Position: Q3 2026 in Review

North Point Portfolio Managers increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q3 2026, buying an estimated $109K and bringing the position to 1,776 shares worth $665K. The position accounts for 0.11% of the portfolio, ranked #50.

North Point Portfolio Managers first reported a position in VTI in Q4 2013 and has held it in 13 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • North Point Portfolio Managers held 1,776 shares of Vanguard Morningstar Total Stock Market ETF worth $665K as of Q3 2026.
  • North Point Portfolio Managers bought 291 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $109K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of North Point Portfolio Managers's portfolio in Q3 2026, its #50 holding.
  • North Point Portfolio Managers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 13 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on North Point Portfolio Managers's 13F filing for Q3 2026, filed 7 Oct 2026.