Sunpointe’s Vanguard Total Stock Market ETF VTI Stock Holding History

Sunpointe’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 Q1	$13.6M	Buy	42,443 +4,315	+11%	+$1.45M	4.46%	2
2025 Q4	$12.8M	Buy	38,128 +6,058	+19%	+$2.02M	4.24%	2
2025 Q3	$10.6M	Buy	32,070 +4,060	+14%	+$1.28M	3.81%	2
2025 Q2	$8.54M	Sell	28,010 -727	-3%	-$204K	3.39%	2
2025 Q1	$7.9M	Buy	28,737 +2,513	+10%	+$730K	4.21%	4
2024 Q4	$7.6M	Buy	26,224 +7,116	+37%	+$2.08M	3.82%	2
2024 Q3	$5.43M	Buy	19,108 +7,802	+69%	+$2.13M	4.46%	4
2024 Q2	$3.04M	Buy	11,306 +1,781	+19%	+$461K	1.97%	9
2024 Q1	$2.48M	Buy	9,525 +1,509	+19%	+$373K	2.75%	7
2023 Q4	$1.9M	Buy	+8,016	New	+$1.77M	2.41%	8

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sunpointe's VTI Position: Q1 2026 in Review

Sunpointe increased its Vanguard Total Stock Market ETF (VTI) stake by 11% in Q1 2026, buying an estimated $1.45M and bringing the position to 42,443 shares worth $13.6M. The position accounts for 4.46% of the portfolio, ranked #2.

Sunpointe first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Sunpointe held 42,443 shares of Vanguard Total Stock Market ETF worth $13.6M as of Q1 2026.
Sunpointe bought 4,315 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.45M.
Vanguard Total Stock Market ETF made up 4.46% of Sunpointe's portfolio in Q1 2026, its #2 holding.
Sunpointe first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Sunpointe's 13F filing for Q1 2026, filed 21 Apr 2026.