SPP
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Single Point Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Single Point Partners’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 		$5.5M Buy
14,854
+107
+0.7% +$38.3K 0.97% 19
2026
Q1 		$4.73M Buy
14,747
+913
+7% +$306K 0.94% 20
2025
Q4 		$4.64M Sell
13,834
-7
-0.1% -$2.33K 0.92% 20
2025
Q3 		$4.54M Sell
13,841
-258
-2% -$81.5K 0.92% 20
2025
Q2 		$4.3M Buy
14,099
+102
+0.7% +$28.7K 0.94% 20
2025
Q1 		$3.85M Sell
13,997
-246
-2% -$71.5K 0.9% 20
2024
Q4 		$4.13M Buy
+14,243
New +$4.16M 0.95% 20
2024
Q2 		– Sell
-15,973
Closed -$4.15M – 77
2024
Q1 		$4.15M Sell
15,973
-112
-0.7% -$27.7K 0.96% 18
2023
Q4 		$3.82M Sell
16,085
-1,430
-8% -$316K 0.95% 20
2023
Q3 		$3.72M Buy
+17,515
New +$3.88M 0.98% 18
2023
Q2 		– Sell
-18,620
Closed -$3.8M – 162
2023
Q1 		$3.8M Buy
18,620
+90
+0.5% +$18K 0.83% 26
2022
Q4 		$3.54M Buy
18,530
+135
+0.7% +$26K 0.85% 23
2022
Q3 		$3.3M Buy
18,395
+1,089
+6% +$217K 0.91% 22
2022
Q2 		$3.26M Buy
17,306
+4,198
+32% +$863K 0.89% 23
2022
Q1 		$2.98M Buy
13,108
+29
+0.2% +$6.52K 0.76% 23
2021
Q4 		$3.16M Buy
+13,079
New +$3.09M 0.85% 23
2021
Q2 		– Sell
-14,188
Closed -$2.97M – 96
2021
Q1 		$2.97M Buy
14,188
+215
+2% +$43.5K 1.09% 18
2020
Q4 		$2.72M Buy
13,973
+2,075
+17% +$379K 1.23% 20
2020
Q3 		$2.03M Sell
11,898
-282
-2% -$47.4K 1.08% 20
2020
Q2 		$1.91M Buy
12,180
+1,575
+15% +$232K 1.11% 20
2020
Q1 		$1.37M Buy
10,605
+2,451
+30% +$379K 0.95% 21
2019
Q4 		$1.33M Buy
+8,154
New +$1.28M 0.81% 20

Other funds holding VTI

WI
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
BP
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
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
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

Single Point Partners's VTI Position: Q2 2026 in Review

Single Point Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, buying an estimated $38.3K and bringing the position to 14,854 shares worth $5.5M. The position accounts for 0.97% of the portfolio, ranked #19.

Single Point Partners first reported a position in VTI in Q4 2019 and has held it in 22 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Single Point Partners held 14,854 shares of Vanguard Morningstar Total Stock Market ETF worth $5.5M as of Q2 2026.
  • Single Point Partners bought 107 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $38.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.97% of Single Point Partners's portfolio in Q2 2026, its #19 holding.
  • Single Point Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 22 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Single Point Partners's 13F filing for Q2 2026, filed 16 Jul 2026.