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Triune Financial Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Triune Financial 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
2026
Q2 		$955K Buy
2,580
+24
+0.9% +$8.58K 0.2% 18
2026
Q1 		$820K Buy
2,556
+8
+0.3% +$2.68K 0.2% 19
2025
Q4 		$868K Buy
2,548
+11
+0.4% +$3.66K 0.2% 19
2025
Q3 		$833K Buy
2,537
+75
+3% +$23.7K 0.21% 17
2025
Q2 		$748K Sell
2,462
-12
-0.5% -$3.38K 0.21% 16
2025
Q1 		$680K Sell
2,474
-549
-18% -$159K 0.22% 14
2024
Q4 		$876K Buy
3,023
+1,342
+80% +$392K 0.28% 12
2024
Q3 		$476K Buy
1,681
+5
+0.3% +$1.36K 0.15% 18
2024
Q2 		$448K Buy
1,676
+344
+26% +$89K 0.15% 18
2024
Q1 		$346K Sell
1,332
-44
-3% -$10.9K 0.12% 23
2023
Q4 		$326K Buy
1,376
+16
+1% +$3.54K 0.12% 22
2023
Q3 		$289K Buy
1,360
+5
+0.4% +$1.11K 0.12% 25
2023
Q2 		$299K Buy
1,355
+5
+0.4% +$1.04K 0.12% 25
2023
Q1 		$276K Buy
1,350
+5
+0.4% +$1K 0.12% 21
2022
Q4 		$257K Buy
1,345
+7
+0.5% +$1.35K 0.12% 20
2022
Q3 		$240K Buy
1,338
+5
+0.4% +$997 0.13% 16
2022
Q2 		$251K Buy
1,333
+6
+0.5% +$1.23K 0.13% 17
2022
Q1 		$302K Buy
1,327
+4
+0.3% +$900 0.16% 17
2021
Q4 		$319K Buy
+1,323
New +$312K 0.16% 15
2021
Q2 		$293K Buy
+1,314
New +$285K 0.24% 14

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Triune Financial Partners's VTI Position: Q2 2026 in Review

Triune Financial Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.94% in Q2 2026, buying an estimated $8.58K and bringing the position to 2,580 shares worth $955K. The position accounts for 0.2% of the portfolio, ranked #18.

Triune Financial Partners first reported a position in VTI in Q2 2021 and has held it in 20 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Triune Financial Partners held 2,580 shares of Vanguard Morningstar Total Stock Market ETF worth $955K as of Q2 2026.
  • Triune Financial Partners bought 24 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $8.58K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.2% of Triune Financial Partners's portfolio in Q2 2026, its #18 holding.
  • Triune Financial Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 20 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Triune Financial Partners's 13F filing for Q2 2026, filed 7 Aug 2026.