Spirepoint Private Client’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Spirepoint Private Client’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	$1.33M	Buy	3,593 +1,102	+44%	+$394K	0.11%	110
2026 Q1	$799K	Buy	2,491 +29	+1%	+$9.73K	0.08%	144
2025 Q4	$825K	Sell	2,462 -30	-1%	-$9.98K	0.08%	129
2025 Q3	$818K	Sell	2,492 -33	-1%	-$10.4K	0.09%	133
2025 Q2	$767K	Sell	2,525 -10	-0.4%	-$2.81K	0.09%	125
2025 Q1	$697K	Buy	2,535 +681	+37%	+$198K	0.09%	113
2024 Q4	$537K	Hold	1,854	–	–	0.07%	137
2024 Q3	$525K	Hold	1,854	–	–	0.07%	137
2024 Q2	$496K	Sell	1,854 -23	-1%	-$5.95K	0.07%	138
2024 Q1	$488K	Buy	+1,877	New	+$464K	0.07%	129

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

Spirepoint Private Client's VTI Position: Q2 2026 in Review

Spirepoint Private Client increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 44% in Q2 2026, buying an estimated $394K and bringing the position to 3,593 shares worth $1.33M. The position accounts for 0.11% of the portfolio, ranked #110.

Spirepoint Private Client first reported a position in VTI in Q1 2024 and has held it in 10 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Spirepoint Private Client held 3,593 shares of Vanguard Morningstar Total Stock Market ETF worth $1.33M as of Q2 2026.
Spirepoint Private Client bought 1,102 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $394K.
Vanguard Morningstar Total Stock Market ETF made up 0.11% of Spirepoint Private Client's portfolio in Q2 2026, its #110 holding.
Spirepoint Private Client first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 10 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.