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 Q3	$1.19M	Buy	3,190 +417	+15%	+$156K	0.42%	45
2026 Q2	$1.03M	Buy	2,773 +6	+0.2%	+$2.14K	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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Towerpoint Wealth's VTI Position: Q3 2026 in Review

Towerpoint Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 15% in Q3 2026, buying an estimated $156K and bringing the position to 3,190 shares worth $1.19M. The position accounts for 0.42% of the portfolio, ranked #45.

Towerpoint Wealth first reported a position in VTI in Q3 2019 and has held it in 9 quarters since. 1,868 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Towerpoint Wealth held 3,190 shares of Vanguard Morningstar Total Stock Market ETF worth $1.19M as of Q3 2026.
Towerpoint Wealth bought 417 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $156K.
Vanguard Morningstar Total Stock Market ETF made up 0.42% of Towerpoint Wealth's portfolio in Q3 2026, its #45 holding.
Towerpoint Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 9 quarters since.
1,868 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Towerpoint Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.