SwitchPoint Financial Planning’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

SwitchPoint Financial Planning’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	$3.67M	Buy	9,926 +749	+8%	+$268K	2.12%	12
2026 Q1	$2.94M	Buy	9,177 +494	+6%	+$166K	2%	12
2025 Q4	$2.91M	Sell	8,683 -1,673	-16%	-$557K	2.04%	14
2025 Q3	$3.4M	Buy	10,356 +5	+0%	+$1.58K	2.46%	10
2025 Q2	$3.15M	Hold	10,351	–	–	2.58%	9
2025 Q1	$2.84M	Buy	10,351 +1,636	+19%	+$475K	2.7%	8
2024 Q4	$2.53M	Buy	+8,715	New	+$2.54M	2.42%	10

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

SwitchPoint Financial Planning's VTI Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.2% in Q2 2026, buying an estimated $268K and bringing the position to 9,926 shares worth $3.67M. The position accounts for 2.12% of the portfolio, ranked #12.

SwitchPoint Financial Planning first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

SwitchPoint Financial Planning held 9,926 shares of Vanguard Morningstar Total Stock Market ETF worth $3.67M as of Q2 2026.
SwitchPoint Financial Planning bought 749 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $268K.
Vanguard Morningstar Total Stock Market ETF made up 2.12% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #12 holding.
SwitchPoint Financial Planning first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.