Trivium Point Advisory’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
3,214
+2,374
+283% +$849K 0.11% 172
2026
Q1
$269K Sell
840
-4,095
-83% -$1.37M 0.05% 246
2025
Q4
$1.65M Buy
4,935
+1,301
+36% +$433K 0.17% 131
2025
Q3
$1.19M Buy
3,634
+2,103
+137% +$664K 0.12% 160
2025
Q2
$465K Sell
1,531
-2
-0.1% -$563 0.05% 242
2025
Q1
$421K Sell
1,533
-40
-3% -$11.6K 0.05% 244
2024
Q4
$456K Buy
1,573
+43
+3% +$12.5K 0.06% 234
2024
Q3
$453K Buy
1,530
+24
+2% +$6.55K 0.06% 231
2024
Q2
$403K Buy
1,506
+58
+4% +$15K 0.06% 225
2024
Q1
$376K Buy
1,448
+160
+12% +$39.6K 0.08% 179
2023
Q4
$306K Buy
+1,288
New +$285K 0.07% 169

Other funds holding VTI

Trivium Point Advisory's VTI Position: Q2 2026 in Review

Trivium Point Advisory increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 283% in Q2 2026, buying an estimated $849K and bringing the position to 3,214 shares worth $1.19M. The position accounts for 0.11% of the portfolio, ranked #172.

Trivium Point Advisory first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.65M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Trivium Point Advisory held 3,214 shares of Vanguard Morningstar Total Stock Market ETF worth $1.19M as of Q2 2026.
  • Trivium Point Advisory bought 2,374 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $849K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Trivium Point Advisory's portfolio in Q2 2026, its #172 holding.
  • Trivium Point Advisory first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • Trivium Point Advisory's Vanguard Morningstar Total Stock Market ETF position peaked at $1.65M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.