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 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

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

Viewpoint Capital Management's VTI Position: Q1 2026 in Review

Viewpoint Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.47% in Q1 2026, buying an estimated $336 and bringing the position to 214 shares worth $68.7K. The position accounts for 0.03% of the portfolio, ranked #112.

Viewpoint Capital Management first reported a position in VTI in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.37M in Q2 2024. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Viewpoint Capital Management held 214 shares of Vanguard Morningstar Total Stock Market ETF worth $68.7K as of Q1 2026.
Viewpoint Capital Management bought 1 Vanguard Morningstar Total Stock Market ETF share in Q1 2026, an estimated $336.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of Viewpoint Capital Management's portfolio in Q1 2026, its #112 holding.
Viewpoint Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Viewpoint Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.37M in Q2 2024.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Viewpoint Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.