VAG
VTI icon

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
Q3 		$1.52M Sell
4,054
-91
-2% -$34.1K 0.24% 91
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

VisionPoint Advisory Group's VTI Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q3 2026, selling an estimated $34.1K and leaving 4,054 shares worth $1.52M. The position accounts for 0.24% of the portfolio, ranked #91.

VisionPoint Advisory Group first reported a position in VTI in Q4 2018 and has held it in 24 quarters since. The position peaked at $7.07M in Q4 2019. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • VisionPoint Advisory Group held 4,054 shares of Vanguard Morningstar Total Stock Market ETF worth $1.52M as of Q3 2026.
  • VisionPoint Advisory Group sold 91 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $34.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.24% of VisionPoint Advisory Group's portfolio in Q3 2026, its #91 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 24 quarters since.
  • VisionPoint Advisory Group's Vanguard Morningstar Total Stock Market ETF position peaked at $7.07M in Q4 2019.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.