Trust Point Inc’s Vanguard Total Stock Market ETF VTI Stock Holding History

Trust Point Inc’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	$12.6M	Sell	34,119 -56	-0.2%	-$20K	1.07%	15
2026 Q1	$11M	Sell	34,175 -164	-0.5%	-$55K	0.95%	18
2025 Q4	$11.5M	Sell	34,339 -50	-0.1%	-$16.6K	0.91%	16
2025 Q3	$11.3M	Sell	34,389 -18	-0.1%	-$5.69K	0.91%	15
2025 Q2	$10.5M	Sell	34,407 -123	-0.4%	-$34.6K	0.99%	14
2025 Q1	$9.49M	Buy	34,530 +1,406	+4%	+$408K	0.87%	15
2024 Q4	$9.6M	Buy	33,124 +174	+0.5%	+$50.8K	0.67%	21
2024 Q3	$9.33M	Sell	32,950 -13	-0%	-$3.55K	0.7%	14
2024 Q2	$8.82M	Sell	32,963 -1,148	-3%	-$297K	0.71%	16
2024 Q1	$8.87M	Sell	34,111 -371	-1%	-$91.8K	0.7%	15
2023 Q4	$8.18M	Buy	+34,482	New	+$7.62M	0.68%	16

Other funds holding VTI

Narodna banka Slovenska Bratislava $3.49B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Trilogy Capital Irvine, California $2.56B AUM 22.97% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $689M AUM 16.24% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return