VisionPoint Advisory Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

VisionPoint Advisory Group’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	$1.53M	Buy	4,145 +372	+10%	+$133K	0.25%	95
2026 Q1	$1.21M	Sell	3,773 -224	-6%	-$75.2K	0.23%	103
2025 Q4	$1.34M	Sell	3,997 -162	-4%	-$53.9K	0.26%	98
2025 Q3	$1.36M	Buy	4,159 +801	+24%	+$253K	0.27%	95
2025 Q2	$1.02M	Buy	+3,358	New	+$944K	0.22%	111
2025 Q1	–	Sell	-372	Closed	-$108K	–	314
2024 Q4	$108K	Sell	372 -1	-0.3%	-$292	0.04%	227
2024 Q3	$106K	Hold	373	–	–	0.04%	219
2024 Q2	$99.8K	Hold	373	–	–	0.04%	217
2024 Q1	$96.9K	Buy	373 +372	+37,200%	+$92K	0.03%	209
2023 Q4	$150	Sell	1 -385	-100%	-$85.1K	﹤0.01%	697
2023 Q3	$82.1K	Buy	+386	New	+$85.4K	0.04%	211
2021 Q4	–	Sell	-975	Closed	-$236K	–	109
2021 Q3	$236K	Sell	975 -226	-19%	-$51.5K	0.11%	91
2021 Q2	$268K	Sell	1,201 -16	-1%	-$3.47K	0.12%	86
2021 Q1	$252K	Sell	1,217 -1,134	-48%	-$229K	0.12%	102
2020 Q4	$458K	Sell	2,351 -1,245	-35%	-$228K	0.23%	90
2020 Q3	$612K	Buy	3,596 +1,325	+58%	+$223K	0.26%	54
2020 Q2	$369K	Sell	2,271 -41,109	-95%	-$6.06M	0.15%	64
2020 Q1	$5.59M	Buy	43,380 +152	+0.4%	+$23.5K	2.62%	5
2019 Q4	$7.07M	Buy	43,228 +1,238	+3%	+$194K	2.94%	3
2019 Q3	$6.29M	Sell	41,990 -1,483	-3%	-$224K	1.72%	6
2019 Q2	$6.53M	Buy	43,473 +5,374	+14%	+$791K	1.87%	6
2019 Q1	$5.51M	Buy	38,099 +11,790	+45%	+$1.64M	1.55%	6
2018 Q4	$3.36M	Buy	+26,309	New	+$3.63M	1.09%	14

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

VisionPoint Advisory Group's VTI Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.9% in Q2 2026, buying an estimated $133K and bringing the position to 4,145 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #95.

VisionPoint Advisory Group first reported a position in VTI in Q4 2018 and has held it in 23 quarters since. The position peaked at $7.07M in Q4 2019. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

VisionPoint Advisory Group held 4,145 shares of Vanguard Morningstar Total Stock Market ETF worth $1.53M as of Q2 2026.
VisionPoint Advisory Group bought 372 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $133K.
Vanguard Morningstar Total Stock Market ETF made up 0.25% of VisionPoint Advisory Group's portfolio in Q2 2026, its #95 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 23 quarters since.
VisionPoint Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $7.07M in Q4 2019.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.