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

Strategic Point Investment 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 		$7.39M Sell
19,983
-400
-2% -$143K 0.96% 19
2026
Q1 		$6.54M Sell
20,383
-492
-2% -$165K 0.95% 19
2025
Q4 		$7M Buy
20,875
+31
+0.1% +$10.3K 0.97% 20
2025
Q3 		$6.84M Sell
20,844
-489
-2% -$154K 0.98% 20
2025
Q2 		$6.48M Sell
21,333
-341
-2% -$95.9K 1% 20
2025
Q1 		$5.96M Sell
21,674
-616
-3% -$179K 0.99% 20
2024
Q4 		$6.46M Sell
22,290
-1,137
-5% -$332K 1.05% 20
2024
Q3 		$6.63M Sell
23,427
-352
-1% -$96K 1.09% 20
2024
Q2 		$6.36M Sell
23,779
-1,044
-4% -$270K 1.14% 19
2024
Q1 		$6.45M Sell
24,823
-306
-1% -$75.7K 1.17% 19
2023
Q4 		$5.96M Sell
25,129
-554
-2% -$122K 1.15% 20
2023
Q3 		$5.46M Buy
25,683
+13
+0.1% +$2.88K 1.16% 20
2023
Q2 		$5.65M Sell
25,670
-22,349
-47% -$4.66M 1.16% 20
2023
Q1 		$9.8M Sell
48,019
-566
-1% -$113K 2.18% 17
2022
Q4 		$9.29M Sell
48,585
-260
-0.5% -$50.1K 2.24% 18
2022
Q3 		$8.77M Sell
48,845
-617
-1% -$123K 2.45% 17
2022
Q2 		$9.33M Buy
49,462
+298
+0.6% +$61.2K 2.59% 15
2022
Q1 		$11.2M Sell
49,164
-1,541
-3% -$347K 2.56% 16
2021
Q4 		$12.2M Buy
50,705
+193
+0.4% +$45.6K 2.76% 15
2021
Q3 		$11.2M Sell
50,512
-1,033
-2% -$236K 2.75% 14
2021
Q2 		$11.5M Sell
51,545
-2,035
-4% -$442K 2.79% 15
2021
Q1 		$11.1M Sell
53,580
-690
-1% -$140K 2.93% 15
2020
Q4 		$10.7M Sell
54,270
-809
-1% -$148K 2.97% 13
2020
Q3 		$9.38M Sell
55,079
-820
-1% -$138K 2.98% 12
2020
Q2 		$9.19M Sell
55,899
-10,768
-16% -$1.59M 3.01% 12
2020
Q1 		$8.59M Sell
66,667
-3,252
-5% -$503K 3.68% 12
2019
Q4 		$11.4M Sell
69,919
-1,040
-1% -$163K 4.18% 10
2019
Q3 		$10.7M Sell
70,959
-2,785
-4% -$420K 4.19% 10
2019
Q2 		$11.1M Sell
73,744
-3,525
-5% -$519K 4.69% 10
2019
Q1 		$11.2M Sell
77,269
-6,555
-8% -$915K 5.02% 8
2018
Q4 		$10.7M Sell
83,824
-2,270
-3% -$313K 5.06% 8
2018
Q3 		$12.9K Sell
86,094
-1,520
-2% -$224K 0.31% 10
2018
Q2 		$12.3M Sell
87,614
-1,938
-2% -$270K 4.82% 9
2018
Q1 		$12.2M Sell
89,552
-3,385
-4% -$475K 4.99% 6
2017
Q4 		$12.8M Sell
92,937
-4,433
-5% -$593K 5% 6
2017
Q3 		$12.6M Sell
97,370
-1,415
-1% -$179K 4.7% 7
2017
Q2 		$12.3M Sell
98,785
-1,220
-1% -$150K 4.79% 7
2017
Q1 		$12.1K Sell
100,005
-500
-0.5% -$59.9K 0.09% 7
2016
Q4 		$11.6M Buy
100,505
+9,580
+11% +$1.08M 4.75% 9
2016
Q3 		$10.1M Buy
90,925
+65,355
+256% +$7.25M 4.42% 8
2016
Q2 		$2.74M Buy
25,570
+25
+0.1% +$2.65K 1.22% 11
2016
Q1 		$2.68M Buy
25,545
+190
+0.7% +$18.8K 1.2% 10
2015
Q4 		$2.64M Buy
25,355
+795
+3% +$83.7K 1.13% 10
2015
Q3 		$2.42M Buy
24,560
+455
+2% +$47.8K 1.12% 9
2015
Q2 		$2.58M Buy
+24,105
New +$2.63M 0.51% 10

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

Strategic Point Investment Advisors's VTI Position: Q2 2026 in Review

Strategic Point Investment Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2% in Q2 2026, selling an estimated $143K and leaving 19,983 shares worth $7.39M. The position accounts for 0.96% of the portfolio, ranked #19.

Strategic Point Investment Advisors first reported a position in VTI in Q2 2015 and has held it in 45 quarters since. The position peaked at $12.8M in Q4 2017. 1,960 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Strategic Point Investment Advisors held 19,983 shares of Vanguard Morningstar Total Stock Market ETF worth $7.39M as of Q2 2026.
  • Strategic Point Investment Advisors sold 400 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $143K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.96% of Strategic Point Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • Strategic Point Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2015 and has held it in 45 quarters since.
  • Strategic Point Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $12.8M in Q4 2017.
  • 1,960 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Strategic Point Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.