Tru Independence Asset Management 2’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tru Independence Asset Management 2’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	–	Sell	-1,847	Closed	-$508K	–	99
2025 Q1	$508K	Buy	+1,847	New	+$537K	0.38%	53
2021 Q1	–	Sell	-11	Closed	-$2K	–	413
2020 Q4	$2K	Buy	+11	New	+$2.01K	﹤0.01%	415

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Tru Independence Asset Management 2's VTI Position: Q2 2025 in Review

Tru Independence Asset Management 2 sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,847 shares — an estimated $508K sold.

Tru Independence Asset Management 2 first reported a position in VTI in Q4 2020 and held it in 2 quarters. The position peaked at $508K in Q1 2025. 3,228 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

Tru Independence Asset Management 2 reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
Tru Independence Asset Management 2 sold 1,847 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $508K.
Tru Independence Asset Management 2 first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and held it in 2 quarters.
Tru Independence Asset Management 2's Vanguard Morningstar Total Stock Market ETF position peaked at $508K in Q1 2025.
3,228 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2025, filed 16 Jul 2025.