TPI
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Trust Point Inc’s Vanguard Morningstar 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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Trust Point Inc's VTI Position: Q2 2026 in Review

Trust Point Inc reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.16% in Q2 2026, selling an estimated $20K and leaving 34,119 shares worth $12.6M. The position accounts for 1.07% of the portfolio, ranked #15.

Trust Point Inc first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Trust Point Inc held 34,119 shares of Vanguard Morningstar Total Stock Market ETF worth $12.6M as of Q2 2026.
  • Trust Point Inc sold 56 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $20K.
  • Vanguard Morningstar Total Stock Market ETF made up 1.07% of Trust Point Inc's portfolio in Q2 2026, its #15 holding.
  • Trust Point Inc first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.