de Truepoint Inc Vanguard Morningstar Total Stock Market ETF VTI Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 425 M | Vender |
1,147,607
-30,663
| -3% | -USD 11 M | 8.86% | 4 |
|
|
2026
Q1 | USD 378 M | Vender |
1,178,270
-13,808
| -1% | -USD 4.63 M | 8.43% | 4 |
|
|
2025
Q4 | USD 400 M | Vender |
1,192,078
-16,803
| -1% | -USD 5.59 M | 8.99% | 4 |
|
|
2025
Q3 | USD 397 M | Vender |
1,208,881
-8,391
| -0.7% | -USD 2.65 M | 9.23% | 4 |
|
|
2025
Q2 | USD 370 M | Vender |
1,217,272
-13,141
| -1% | -USD 3.7 M | 9.21% | 4 |
|
|
2025
Q1 | USD 338 M | Vender |
1,230,413
-14,122
| -1% | -USD 4.1 M | 9.17% | 4 |
|
|
2024
Q4 | USD 361 M | Vender |
1,244,535
-20,188
| -2% | -USD 5.89 M | 9.65% | 3 |
|
|
2024
Q3 | USD 358 M | Vender |
1,264,723
-17,868
| -1% | -USD 4.87 M | 9.62% | 3 |
|
|
2024
Q2 | USD 343 M | Vender |
1,282,591
-59,176
| -4% | -USD 15.3 M | 9.79% | 3 |
|
|
2024
Q1 | USD 349 M | Vender |
1,341,767
-19,986
| -1% | -USD 4.94 M | 9.91% | 3 |
|
|
2023
Q4 | USD 323 M | Vender |
1,361,753
-25,739
| -2% | -USD 5.69 M | 9.46% | 3 |
|
|
2023
Q3 | USD 295 M | Vender |
1,387,492
-15,312
| -1% | -USD 3.39 M | 9.48% | 3 |
|
|
2023
Q2 | USD 309 M | Vender |
1,402,804
-20,742
| -1% | -USD 4.33 M | 10.24% | 3 |
|
|
2023
Q1 | USD 291 M | Vender |
1,423,546
-16,105
| -1% | -USD 3.22 M | 10.01% | 3 |
|
|
2022
Q4 | USD 275 M | Vender |
1,439,651
-19,841
| -1% | -USD 3.82 M | 9.96% | 3 |
|
|
2022
Q3 | USD 262 M | Vender |
1,459,492
-17,956
| -1% | -USD 3.58 M | 13.41% | 1 |
|
|
2022
Q2 | USD 279 M | Vender |
1,477,448
-91,803
| -6% | -USD 18.9 M | 14.5% | 1 |
|
|
2022
Q1 | USD 357 M | Vender |
1,569,251
-43,098
| -3% | -USD 9.7 M | 16.93% | 1 |
|
|
2021
Q4 | USD 389 M | Vender |
1,612,349
-16,809
| -1% | -USD 3.97 M | 18.16% | 1 |
|
|
2021
Q3 | USD 362 M | Vender |
1,629,158
-333,530
| -17% | -USD 76.1 M | 18.17% | 1 |
|
|
2021
Q2 | USD 437 M | Vender |
1,962,688
-339,883
| -15% | -USD 73.8 M | 24.21% | 1 |
|
|
2021
Q1 | USD 476 M | Comprar |
2,302,571
+35,229
| +2% | +USD 7.13 M | 29.61% | 1 |
|
|
2020
Q4 | USD 441 M | Vender |
2,267,342
-10,820
| -0.5% | -USD 1.98 M | 29.31% | 1 |
|
|
2020
Q3 | USD 388 M | Vender |
2,278,162
-65,570
| -3% | -USD 11 M | 29.66% | 1 |
|
|
2020
Q2 | USD 367 M | Vender |
2,343,732
-93,099
| -4% | -USD 13.7 M | 29.54% | 1 |
|
|
2020
Q1 | USD 314 M | Vender |
2,436,831
-126,740
| -5% | -USD 19.6 M | 28.7% | 1 |
|
|
2019
Q4 | USD 419 M | Vender |
2,563,571
-32,509
| -1% | -USD 5.09 M | 31.78% | 1 |
|
|
2019
Q3 | USD 392 M | Vender |
2,596,080
-1,760
| -0.1% | -USD 265 k | 34.31% | 1 |
|
|
2019
Q2 | USD 390 M | Comprar |
2,597,840
+14,016
| +0.5% | +USD 2.06 M | 31.46% | 1 |
|
|
2019
Q1 | USD 374 M | Comprar |
2,583,824
+19,718
| +0.8% | +USD 2.75 M | 31.93% | 1 |
|
|
2018
Q4 | USD 327 M | Vender |
2,564,106
-85,268
| -3% | -USD 11.8 M | 31.25% | 1 |
|
|
2018
Q3 | USD 396 M | Vender |
2,649,374
-12,364
| -0.5% | -USD 1.82 M | 34.24% | 1 |
|
|
2018
Q2 | USD 374 M | Comprar |
2,661,738
+2,303,364
| +643% | +USD 321 M | 33.63% | 1 |
|
|
2018
Q1 | USD 2.64 M | Vender |
358,374
-2,257,274
| -86% | -USD 317 M | 20.55% | 2 |
|
|
2017
Q4 | USD 359 M | Comprar |
2,615,648
+3,541
| +0.1% | +USD 474 k | 33.76% | 1 |
|
|
2017
Q3 | USD 338 M | Comprar |
2,612,107
+37,334
| +1% | +USD 4.73 M | 33.17% | 1 |
|
|
2017
Q2 | USD 327 M | Comprar |
2,574,773
+62,624
| +2% | +USD 7.72 M | 32.84% | 1 |
|
|
2017
Q1 | USD 305 M | Vender |
2,512,149
-12,156
| -0.5% | -USD 1.46 M | 32.79% | 1 |
|
|
2016
Q4 | USD 299 M | Comprar |
2,524,305
+44,630
| +2% | +USD 5.02 M | 33.2% | 1 |
|
|
2016
Q3 | USD 276 M | Comprar |
2,479,675
+43,656
| +2% | +USD 4.84 M | 33.57% | 1 |
|
|
2016
Q2 | USD 261 M | Comprar |
2,436,019
+24,368
| +1% | +USD 2.58 M | 33.53% | 1 |
|
|
2016
Q1 | USD 253 M | Comprar |
2,411,651
+6,737
| +0.3% | +USD 668 k | 33.39% | 1 |
|
|
2015
Q4 | USD 251 M | Comprar |
2,404,914
+100,940
| +4% | +USD 10.6 M | 34.76% | 1 |
|
|
2015
Q3 | USD 227 M | Comprar |
2,303,974
+4,632
| +0.2% | +USD 486 k | 33.92% | 1 |
|
|
2015
Q2 | USD 246 M | Comprar |
2,299,342
+154,963
| +7% | +USD 16.9 M | 36.99% | 1 |
|
|
2015
Q1 | USD 230 M | Vender |
2,144,379
-30,909
| -1% | -USD 3.3 M | 35.97% | 1 |
|
|
2014
Q4 | USD 231 M | Comprar |
2,175,288
+12,971
| +0.6% | +USD 1.34 M | 36.91% | 1 |
|
|
2014
Q3 | USD 219 M | Comprar |
2,162,317
+61,218
| +3% | +USD 6.26 M | 37.03% | 1 |
|
|
2014
Q2 | USD 214 M | Comprar |
2,101,099
+67,858
| +3% | +USD 6.69 M | 37.6% | 1 |
|
|
2014
Q1 | USD 198 M | Comprar |
2,033,241
+31,231
| +2% | +USD 2.99 M | 37.97% | 1 |
|
|
2013
Q4 | USD 192 M | Comprar |
2,002,010
+15,536
| +0.8% | +USD 1.43 M | 38.02% | 1 |
|
|
2013
Q3 | USD 174 M | Vender |
1,986,474
-35,662
| -2% | -USD 3.1 M | 36.3% | 1 |
|
|
2013
Q2 | USD 167 M | Comprar |
+2,022,136
| Nuevas | +USD 168 M | 44.95% | 1 |
|
Otros fondos que tienen VTI en su cartera
Posición de Truepoint Inc en VTI: resumen de T2 2026
Truepoint Inc redujo su participación en Vanguard Morningstar Total Stock Market ETF (VTI) en 2.6% durante T2 2026, al vender acciones por un valor estimado de USD 11 M, y conservó 1,147,607 acciones valuadas en USD 425 M. La posición representa 8.86% de la cartera y ocupa el puesto #4.
Truepoint Inc reportó por primera vez una posición en VTI en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 476 M en T1 2021. Al cierre de T2 2026, 3,701 fondos que sigue Wall St. Rank mantienen una posición en VTI.
- Al cierre de T2 2026, Truepoint Inc tenía 1,147,607 acciones de Vanguard Morningstar Total Stock Market ETF con un valor de USD 425 M.
- Truepoint Inc vendió 30,663 acciones de Vanguard Morningstar Total Stock Market ETF en T2 2026, por un valor estimado de USD 11 M.
- Vanguard Morningstar Total Stock Market ETF representó 8.86% de la cartera de Truepoint Inc en T2 2026 y fue su posición número 4.
- Truepoint Inc reportó por primera vez una posición en Vanguard Morningstar Total Stock Market ETF en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Truepoint Inc en Vanguard Morningstar Total Stock Market ETF alcanzó su máximo de USD 476 M en T1 2021.
- Al cierre de T2 2026, 3,701 fondos que sigue Wall St. Rank tenían Vanguard Morningstar Total Stock Market ETF en cartera.
Según el Informe 13F de Truepoint Inc correspondiente a T2 2026, presentado el 31 jul 2026.