Running Point Capital Advisors’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
2025
Q4
$2.71M Buy
8,075
+11
+0.1% +$3.66K 0.74% 31
2025
Q3
$2.65M Buy
8,064
+5
+0.1% +$1.58K 0.71% 31
2025
Q2
$2.45M Buy
8,059
+84
+1% +$23.6K 0.68% 31
2025
Q1
$2.19M Sell
7,975
-869
-10% -$252K 0.7% 33
2024
Q4
$2.56M Buy
8,844
+8,280
+1,468% +$2.42M 0.88% 25
2024
Q3
$160K Buy
564
+294
+109% +$80.2K 0.06% 99
2024
Q2
$72.3K Hold
270
0.03% 105
2024
Q1
$70.3K Sell
270
-61
-18% -$15.1K 0.03% 106
2023
Q4
$78.6K Hold
331
0.04% 111
2023
Q3
$70.4K Buy
331
+74
+29% +$16.4K 0.04% 109
2023
Q2
$56.7K Buy
257
+31
+14% +$6.47K 0.03% 114
2023
Q1
$46.2K Hold
226
0.03% 111
2022
Q4
$43.3K Hold
226
0.03% 162
2022
Q3
$41K Hold
226
0.03% 160
2022
Q2
$43K Hold
226
0.03% 161
2022
Q1
$51K Sell
226
-539
-70% -$121K 0.03% 158
2021
Q4
$185K Sell
765
-14,447
-95% -$3.41M 0.11% 77
2021
Q3
$3.38M Sell
15,212
-1,116
-7% -$254K 1.5% 21
2021
Q2
$3.64M Buy
16,328
+22
+0.1% +$4.78K 1.65% 19
2021
Q1
$3.37M Buy
16,306
+2,756
+20% +$558K 1.86% 18
2020
Q4
$2.64M Buy
+13,550
New +$2.48M 1.54% 20

Other funds holding VTI

Running Point Capital Advisors's VTI Position: Q4 2025 in Review

Running Point Capital Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q4 2025, buying an estimated $3.66K and bringing the position to 8,075 shares worth $2.71M. The position accounts for 0.74% of the portfolio, ranked #31.

Running Point Capital Advisors first reported a position in VTI in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.64M in Q2 2021. 3,581 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Running Point Capital Advisors held 8,075 shares of Vanguard Morningstar Total Stock Market ETF worth $2.71M as of Q4 2025.
  • Running Point Capital Advisors bought 11 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $3.66K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.74% of Running Point Capital Advisors's portfolio in Q4 2025, its #31 holding.
  • Running Point Capital Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 21 quarters since.
  • Running Point Capital Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $3.64M in Q2 2021.
  • 3,581 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.