Riverpoint Wealth Management Holdings’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Riverpoint Wealth Management Holdings’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	$368K	Buy	994 +180	+22%	+$64.4K	0.07%	48
2026 Q1	$261K	Hold	814	–	–	0.06%	58
2025 Q4	$273K	Buy	814 +5	+0.6%	+$1.66K	0.06%	56
2025 Q3	$266K	Buy	809 +2	+0.2%	+$632	0.06%	56
2025 Q2	$245K	Hold	807	–	–	0.06%	52
2025 Q1	$222K	Buy	807 +20	+3%	+$5.81K	0.06%	54
2024 Q4	$228K	Buy	787 +13	+2%	+$3.79K	0.06%	51
2024 Q3	$219K	Buy	774 +3	+0.4%	+$818	0.06%	51
2024 Q2	$206K	Hold	771	–	–	0.06%	50
2024 Q1	$200K	Buy	+771	New	+$191K	0.06%	53
2023 Q1	–	Sell	-750	Closed	-$143K	–	118
2022 Q4	$143K	Buy	+750	New	+$145K	0.05%	50

Other funds holding VTI

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VTI Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, buying an estimated $64.4K and bringing the position to 994 shares worth $368K. The position accounts for 0.07% of the portfolio, ranked #48.

Riverpoint Wealth Management Holdings first reported a position in VTI in Q4 2022 and has held it in 11 quarters since. 1,987 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Riverpoint Wealth Management Holdings held 994 shares of Vanguard Morningstar Total Stock Market ETF worth $368K as of Q2 2026.
Riverpoint Wealth Management Holdings bought 180 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.07% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #48 holding.
Riverpoint Wealth Management Holdings first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 11 quarters since.
1,987 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.