TritonPoint Wealth’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TritonPoint 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	$1.64M	Sell	4,426 -63	-1%	-$22.5K	0.16%	107
2026 Q1	$1.44M	Sell	4,489 -4,267	-49%	-$1.43M	0.15%	107
2025 Q4	$2.94M	Sell	8,756 -7,585	-46%	-$2.52M	0.3%	78
2025 Q3	$5.38M	Sell	16,341 -10	-0.1%	-$3.16K	0.46%	55
2025 Q2	$4.98M	Buy	16,351 +1,855	+13%	+$522K	0.46%	57
2025 Q1	$3.98M	Buy	14,496 +52	+0.4%	+$15.1K	0.38%	71
2024 Q4	$4.19M	Buy	14,444 +514	+4%	+$150K	0.38%	71
2024 Q3	$3.94M	Buy	13,930 +3,953	+40%	+$1.08M	0.36%	78
2024 Q2	$2.68M	Sell	9,977 -7,992	-44%	-$2.07M	0.26%	91
2024 Q1	$2.46M	Sell	17,969 -399	-2%	-$98.7K	0.26%	93
2023 Q4	$4.36M	Buy	+18,368	New	+$4.06M	0.43%	64

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

TritonPoint Wealth's VTI Position: Q2 2026 in Review

TritonPoint Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.4% in Q2 2026, selling an estimated $22.5K and leaving 4,426 shares worth $1.64M. The position accounts for 0.16% of the portfolio, ranked #107.

TritonPoint Wealth first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.38M in Q3 2025. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

TritonPoint Wealth held 4,426 shares of Vanguard Morningstar Total Stock Market ETF worth $1.64M as of Q2 2026.
TritonPoint Wealth sold 63 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $22.5K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of TritonPoint Wealth's portfolio in Q2 2026, its #107 holding.
TritonPoint Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $5.38M in Q3 2025.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.