Vernal Point Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Vernal Point Advisors’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 Q1	$24.7M	Buy	76,862 +946	+1%	+$317K	10.03%	3
2025 Q4	$25.5M	Buy	75,916 +3,107	+4%	+$1.03M	10.5%	3
2025 Q3	$24M	Buy	72,809 +39,673	+120%	+$12.5M	10.33%	3
2025 Q2	$10.1M	Sell	33,136 -690	-2%	-$194K	5.89%	4
2025 Q1	$9.3M	Sell	33,826 -740	-2%	-$215K	6.16%	5
2024 Q4	$10M	Buy	34,566 +1,059	+3%	+$309K	6.88%	4
2024 Q3	$9.52M	Sell	33,507 -1,560	-4%	-$426K	7.36%	4
2024 Q2	$9.41M	Sell	35,067 -10	-0%	-$2.59K	6.7%	4
2024 Q1	$9.12M	Buy	35,077 +860	+3%	+$213K	7.79%	4
2023 Q4	$8.12M	Buy	+34,217	New	+$7.56M	8.43%	4

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vernal Point Advisors's VTI Position: Q1 2026 in Review

Vernal Point Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q1 2026, buying an estimated $317K and bringing the position to 76,862 shares worth $24.7M. The position accounts for 10.03% of the portfolio, ranked #3.

Vernal Point Advisors first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $25.5M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Vernal Point Advisors held 76,862 shares of Vanguard Morningstar Total Stock Market ETF worth $24.7M as of Q1 2026.
Vernal Point Advisors bought 946 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $317K.
Vanguard Morningstar Total Stock Market ETF made up 10.03% of Vernal Point Advisors's portfolio in Q1 2026, its #3 holding.
Vernal Point Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Vernal Point Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $25.5M in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Vernal Point Advisors's 13F filing for Q1 2026, filed 14 May 2026.