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

Pacific Point Advisors’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	$2.31M	Buy	6,235 +1,134	+22%	+$405K	1.05%	23
2026 Q1	$1.64M	Buy	5,101 +4,131	+426%	+$1.39M	0.86%	31
2025 Q4	$325K	Hold	970	–	–	0.17%	115
2025 Q3	$318K	Hold	970	–	–	0.19%	102
2025 Q2	$295K	Hold	970	–	–	0.16%	102
2025 Q1	$267K	Hold	970	–	–	0.15%	105
2024 Q4	$290K	Buy	+970	New	+$283K	0.18%	98

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

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

Pacific Point Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, buying an estimated $405K and bringing the position to 6,235 shares worth $2.31M. The position accounts for 1.05% of the portfolio, ranked #23.

Pacific Point Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Pacific Point Advisors held 6,235 shares of Vanguard Morningstar Total Stock Market ETF worth $2.31M as of Q2 2026.
Pacific Point Advisors bought 1,134 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $405K.
Vanguard Morningstar Total Stock Market ETF made up 1.05% of Pacific Point Advisors's portfolio in Q2 2026, its #23 holding.
Pacific Point Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Pacific Point Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.