Summit Place Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Summit Place Financial 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	$811K	Buy	2,192 +1,427	+187%	+$510K	0.36%	69
2026 Q1	$245K	Buy	765 +9	+1%	+$3.02K	0.12%	97
2025 Q4	$253K	Sell	756 -5	-0.7%	-$1.66K	0.12%	92
2025 Q3	$250K	Buy	761 +1	+0.1%	+$316	0.12%	92
2025 Q2	$231K	Buy	760 +30	+4%	+$8.44K	0.12%	83
2025 Q1	$201K	Hold	730	–	–	0.11%	92
2024 Q4	$212K	Buy	730 +5	+0.7%	+$1.46K	0.12%	87
2024 Q3	$205K	Buy	+725	New	+$198K	0.11%	91
2024 Q2	–	Sell	-1,030	Closed	-$268K	–	92
2024 Q1	$268K	Sell	1,030 -149	-13%	-$36.9K	0.16%	83
2023 Q4	$280K	Sell	1,179 -325	-22%	-$71.8K	0.18%	78
2023 Q3	$320K	Buy	1,504 +67	+5%	+$14.8K	0.23%	77
2023 Q2	$317K	Sell	1,437 -184	-11%	-$38.4K	0.21%	80
2023 Q1	$331K	Buy	+1,621	New	+$324K	0.23%	80

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

Summit Place Financial Advisors's VTI Position: Q2 2026 in Review

Summit Place Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 187% in Q2 2026, buying an estimated $510K and bringing the position to 2,192 shares worth $811K. The position accounts for 0.36% of the portfolio, ranked #69.

Summit Place Financial Advisors first reported a position in VTI in Q1 2023 and has held it in 13 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Summit Place Financial Advisors held 2,192 shares of Vanguard Morningstar Total Stock Market ETF worth $811K as of Q2 2026.
Summit Place Financial Advisors bought 1,427 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $510K.
Vanguard Morningstar Total Stock Market ETF made up 0.36% of Summit Place Financial Advisors's portfolio in Q2 2026, its #69 holding.
Summit Place Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 13 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.