Towerpoint Wealth’s Vanguard Morningstar 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

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

Towerpoint Wealth's VTI Position: Q2 2026 in Review

Towerpoint Wealth increased its Vanguard Morningstar 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. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Towerpoint Wealth held 2,773 shares of Vanguard Morningstar Total Stock Market ETF worth $1.03M as of Q2 2026.
Towerpoint Wealth bought 6 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.15K.
Vanguard Morningstar 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 Morningstar Total Stock Market ETF in Q3 2019 and has held it in 8 quarters since.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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