WWC
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Waypoint Wealth Counsel’s Vanguard Total Stock Market ETF VTI Stock Holding History

Waypoint Wealth Counsel’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 		– Sell
-815
Closed -$273K – 296
2025
Q4 		$273K Buy
815
+55
+7% +$18.3K 0.1% 203
2025
Q3 		$249K Buy
760
+82
+12% +$25.9K 0.1% 204
2025
Q2 		$206K Buy
+678
New +$191K 0.1% 171
2025
Q1 		– Sell
-734
Closed -$213K – 124
2024
Q4 		$213K Buy
+734
New +$214K 0.14% 90

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Waypoint Wealth Counsel's VTI Position: Q1 2026 in Review

Waypoint Wealth Counsel sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 815 shares — an estimated $273K sold.

Waypoint Wealth Counsel first reported a position in VTI in Q4 2024 and held it in 4 quarters. The position peaked at $273K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Waypoint Wealth Counsel reported no remaining Vanguard Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • Waypoint Wealth Counsel sold 815 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $273K.
  • Waypoint Wealth Counsel first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and held it in 4 quarters.
  • Waypoint Wealth Counsel's Vanguard Total Stock Market ETF position peaked at $273K in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.