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Towerpoint Wealth’s Vanguard Total Stock Market ETF VTI Stock Holding History

Towerpoint Wealth’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 		$1.03M Buy
2,773
+6
+0.2% +$2.15K 0.35% 50
2026
Q1 		$888K Sell
2,767
-48
-2% -$16.1K 0.36% 48
2025
Q4 		$944K Buy
2,815
+783
+39% +$260K 0.37% 43
2025
Q3 		$667K Buy
2,032
+342
+20% +$108K 0.27% 54
2025
Q2 		$514K Buy
1,690
+290
+21% +$81.6K 0.23% 55
2025
Q1 		$385K Buy
1,400
+487
+53% +$141K 0.19% 59
2024
Q4 		$265K Buy
+913
New +$266K 0.13% 70
2019
Q4 		– Sell
-230
Closed -$35K – 86
2019
Q3 		$35K Buy
+230
New +$34.7K 0.02% 71

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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 $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Towerpoint Wealth's VTI Position: Q2 2026 in Review

Towerpoint Wealth increased its Vanguard Total Stock Market ETF (VTI) stake by 0.22% in Q2 2026, buying an estimated $2.15K and bringing the position to 2,773 shares worth $1.03M. The position accounts for 0.35% of the portfolio, ranked #50.

Towerpoint Wealth first reported a position in VTI in Q3 2019 and has held it in 8 quarters since. 1,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Towerpoint Wealth held 2,773 shares of Vanguard Total Stock Market ETF worth $1.03M as of Q2 2026.
  • Towerpoint Wealth bought 6 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
  • Vanguard Total Stock Market ETF made up 0.35% of Towerpoint Wealth's portfolio in Q2 2026, its #50 holding.
  • Towerpoint Wealth first reported a position in Vanguard Total Stock Market ETF in Q3 2019 and has held it in 8 quarters since.
  • 1,665 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Towerpoint Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.