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Viewpoint Investment Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Viewpoint Investment Partners’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 		$9M Sell
24,335
-4,100
-14% -$1.47M 3.11% 4
2026
Q1 		$9.12M Buy
28,435
+400
+1% +$134K 4.22% 3
2025
Q4 		$9.4M Sell
28,035
-1,477
-5% -$491K 4.47% 4
2025
Q3 		$8.97M Hold
29,512
– – 4.9% 4
2025
Q2 		$8.97M Buy
29,512
+12,312
+72% +$3.46M 4.91% 4
2025
Q1 		$4.73M Buy
+17,200
New +$5M 2.55% 4
2024
Q1 		– Sell
-207,000
Closed -$49.1M – 12
2023
Q4 		$49.1M Sell
207,000
-1,100
-0.5% -$243K 34.23% 1
2023
Q3 		$44.2M Sell
208,100
-93,200
-31% -$20.6M 37.12% 1
2023
Q2 		$66.4M Buy
301,300
+54,700
+22% +$11.4M 41.74% 1
2023
Q1 		$50.3M Buy
246,600
+71,600
+41% +$14.3M 40.05% 1
2022
Q4 		$33.5M Buy
175,000
+46,427
+36% +$8.95M 32.68% 1
2022
Q3 		$23.1M Sell
128,573
-22,300
-15% -$4.44M 27.48% 2
2022
Q2 		$28.5M Sell
150,873
-119,400
-44% -$24.5M 32.36% 1
2022
Q1 		$65.3M Sell
270,273
-179,200
-40% -$40.3M 51.75% 1
2021
Q4 		$109M Sell
449,473
-38,143
-8% -$9M 61.34% 1
2021
Q3 		$108M Sell
487,616
-15,700
-3% -$3.58M 63.08% 1
2021
Q2 		$112M Buy
503,316
+32,470
+7% +$7.05M 73.83% 1
2021
Q1 		$97.3M Buy
470,846
+27,300
+6% +$5.52M 74.21% 1
2020
Q4 		$69.4M Sell
443,546
-24,910
-5% -$4.55M 64.79% 1
2020
Q3 		$73.3M Buy
468,456
+47,960
+11% +$8.07M 68.2% 1
2020
Q2 		$65.8M Buy
420,496
+278,567
+196% +$41.1M 61.89% 1
2020
Q1 		$18.3M Buy
141,929
+19,469
+16% +$3.01M 40.3% 1
2019
Q4 		$20M Buy
+122,460
New +$19.2M 21.27% 3

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Viewpoint Investment Partners's VTI Position: Q2 2026 in Review

Viewpoint Investment Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $1.47M and leaving 24,335 shares worth $9M. The position accounts for 3.11% of the portfolio, ranked #4.

Viewpoint Investment Partners first reported a position in VTI in Q4 2019 and has held it in 23 quarters since. The position peaked at $112M in Q2 2021. 1,958 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Viewpoint Investment Partners held 24,335 shares of Vanguard Morningstar Total Stock Market ETF worth $9M as of Q2 2026.
  • Viewpoint Investment Partners sold 4,100 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.47M.
  • Vanguard Morningstar Total Stock Market ETF made up 3.11% of Viewpoint Investment Partners's portfolio in Q2 2026, its #4 holding.
  • Viewpoint Investment Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 23 quarters since.
  • Viewpoint Investment Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $112M in Q2 2021.
  • 1,958 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Viewpoint Investment Partners's 13F filing for Q2 2026, filed 16 Jul 2026.