North Point Portfolio Managers’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

North Point Portfolio Managers’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	$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

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

North Point Portfolio Managers's VTI Position: Q2 2026 in Review

North Point Portfolio Managers held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,485 shares worth $550K. The position accounts for 0.09% of the portfolio, ranked #52.

North Point Portfolio Managers first reported a position in VTI in Q4 2013 and has held it in 12 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

North Point Portfolio Managers held 1,485 shares of Vanguard Morningstar Total Stock Market ETF worth $550K as of Q2 2026.
North Point Portfolio Managers left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of North Point Portfolio Managers's portfolio in Q2 2026, its #52 holding.
North Point Portfolio Managers first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 12 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on North Point Portfolio Managers's 13F filing for Q2 2026, filed 31 Jul 2026.