Viewpoint Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Viewpoint Capital Management’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 Q3	$80.1K	Hold	214	–	–	0.04%	113
2026 Q2	$79.2K	Hold	214	–	–	0.04%	108
2026 Q1	$68.7K	Buy	214 +1	+0.5%	+$336	0.03%	112
2025 Q4	$71.5K	Hold	213	–	–	0.03%	114
2025 Q3	$70K	Hold	213	–	–	0.03%	118
2025 Q2	$64.8K	Sell	213 -82	-28%	-$23.1K	0.03%	115
2025 Q1	$81.1K	Hold	295	–	–	0.04%	119
2024 Q4	$85.5K	Sell	295 -272	-48%	-$79.4K	0.04%	115
2024 Q3	$160K	Sell	567 -4,559	-89%	-$1.24M	0.09%	104
2024 Q2	$1.37M	Buy	5,126 +5,123	+170,767%	+$1.33M	0.84%	30
2024 Q1	$780	Hold	3	–	–	﹤0.01%	133
2023 Q4	$712	Hold	3	–	–	﹤0.01%	130
2023 Q3	$637	Hold	3	–	–	﹤0.01%	124
2023 Q2	$661	Hold	3	–	–	﹤0.01%	123
2023 Q1	$612	Hold	3	–	–	﹤0.01%	115
2022 Q4	$574	Buy	+3	New	+$578	﹤0.01%	114

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.91% 1-Year Est. Return

Viewpoint Capital Management's VTI Position: Q3 2026 in Review

Viewpoint Capital Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 214 shares worth $80.1K. The position accounts for 0.04% of the portfolio, ranked #113.

Viewpoint Capital Management first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.37M in Q2 2024. 2,484 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Viewpoint Capital Management held 214 shares of Vanguard Morningstar Total Stock Market ETF worth $80.1K as of Q3 2026.
Viewpoint Capital Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of Viewpoint Capital Management's portfolio in Q3 2026, its #113 holding.
Viewpoint Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
Viewpoint Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.37M in Q2 2024.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Viewpoint Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.