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

Waypoint Wealth 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
2025
Q2 		$2.35M Hold
7,726
– – 0.57% 18
2025
Q1 		$2.12M Sell
7,726
-474
-6% -$138K 0.59% 16
2024
Q4 		$2.38M Sell
8,200
-10
-0.1% -$2.92K 0.65% 17
2024
Q3 		$2.32M Sell
8,210
-1,045
-11% -$285K 0.62% 17
2024
Q2 		$2.48M Buy
9,255
+143
+2% +$37K 0.72% 15
2024
Q1 		$2.37M Sell
9,112
-2,378
-21% -$588K 0.67% 15
2023
Q4 		$2.73M Sell
11,490
-689
-6% -$152K 0.85% 12
2023
Q3 		$2.59M Buy
12,179
+1,473
+14% +$326K 0.9% 13
2023
Q2 		$2.36M Buy
10,706
+955
+10% +$199K 0.81% 15
2023
Q1 		$1.99M Buy
9,751
+917
+10% +$184K 0.71% 14
2022
Q4 		$1.69M Sell
8,834
-177
-2% -$34.1K 0.66% 15
2022
Q3 		$1.62M Buy
9,011
+825
+10% +$164K 0.68% 15
2022
Q2 		$1.54M Buy
8,186
+22
+0.3% +$4.52K 0.59% 17
2022
Q1 		$1.86M Buy
8,164
+212
+3% +$47.7K 0.68% 14
2021
Q4 		$1.92M Buy
7,952
+1
+0% +$236 0.66% 15
2021
Q3 		$1.77M Buy
7,951
+1
+0% +$228 0.66% 12
2021
Q2 		$1.77M Buy
7,950
+1
+0% +$217 0.69% 11
2021
Q1 		$1.64M Buy
7,949
+6,104
+331% +$1.24M 1.2% 10
2020
Q4 		$359K Buy
+1,845
New +$337K 0.28% 24

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Waypoint Wealth Partners's VTI Position: Q2 2025 in Review

Waypoint Wealth Partners held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2025 at 7,726 shares worth $2.35M. The position accounts for 0.57% of the portfolio, ranked #18.

Waypoint Wealth Partners first reported a position in VTI in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.73M in Q4 2023. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Waypoint Wealth Partners held 7,726 shares of Vanguard Total Stock Market ETF worth $2.35M as of Q2 2025.
  • Waypoint Wealth Partners left its Vanguard Total Stock Market ETF share count unchanged in Q2 2025.
  • Vanguard Total Stock Market ETF made up 0.57% of Waypoint Wealth Partners's portfolio in Q2 2025, its #18 holding.
  • Waypoint Wealth Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 19 quarters since.
  • Waypoint Wealth Partners's Vanguard Total Stock Market ETF position peaked at $2.73M in Q4 2023.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.