tru Independence
VTI icon

tru Independence’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

tru Independence’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
Q3 		$1.27M Sell
3,396
-30
-0.9% -$11.2K 0.54% 22
2026
Q2 		$1.27M Buy
3,426
+7
+0.2% +$2.5K 0.55% 21
2026
Q1 		$1.1M Buy
3,419
+157
+5% +$52.7K 0.54% 24
2025
Q4 		$1.09M Buy
3,262
+12
+0.4% +$3.99K 0.28% 58
2025
Q3 		$1.07M Buy
3,250
+266
+9% +$84K 0.28% 61
2025
Q2 		$907K Buy
2,984
+1,631
+121% +$459K 0.26% 60
2025
Q1 		$372K Buy
1,353
+26
+2% +$7.55K 0.12% 90
2024
Q4 		$384K Sell
1,327
-41
-3% -$12K 0.12% 84
2024
Q3 		$387K Sell
1,368
-9
-0.7% -$2.46K 0.11% 88
2024
Q2 		$368K Buy
1,377
+77
+6% +$19.9K 0.11% 86
2024
Q1 		$338K Sell
1,300
-10
-0.8% -$2.47K 0.1% 92
2023
Q4 		$311K Sell
1,310
-1,842
-58% -$407K 0.09% 96
2023
Q3 		$670K Buy
3,152
+9
+0.3% +$1.99K 0.23% 74
2023
Q2 		$692K Sell
3,143
-4
-0.1% -$834 0.23% 74
2023
Q1 		$642K Buy
3,147
+4
+0.1% +$801 0.21% 78
2022
Q4 		$601K Sell
3,143
-543
-15% -$105K 0.19% 77
2022
Q3 		$662K Sell
3,686
-173
-4% -$34.5K 0.23% 72
2022
Q2 		$728K Sell
3,859
-10,114
-72% -$2.08M 0.23% 73
2022
Q1 		$3.18M Buy
13,973
+83
+0.6% +$18.7K 0.86% 53
2021
Q4 		$3.35M Sell
13,890
-83
-0.6% -$19.6K 0.91% 52
2021
Q3 		$3.1M Sell
13,973
-856
-6% -$195K 0.87% 56
2021
Q2 		$3.3M Buy
14,829
+1,846
+14% +$401K 0.97% 53
2021
Q1 		$2.78M Sell
12,983
-6,367
-33% -$1.29M 0.53% 68
2020
Q4 		$3.77M Buy
19,350
+18,998
+5,397% +$3.47M 6.84% 5
2020
Q3 		$60K Sell
352
-8,550
-96% -$1.44M 0.02% 203
2020
Q2 		$1.39M Buy
+8,902
New +$1.31M 0.2% 87
2020
Q1 		– Sell
-1,351
Closed -$220K – 930
2019
Q4 		$220K Buy
+1,351
New +$212K 0.03% 234

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

tru Independence's VTI Position: Q3 2026 in Review

tru Independence reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.88% in Q3 2026, selling an estimated $11.2K and leaving 3,396 shares worth $1.27M. The position accounts for 0.54% of the portfolio, ranked #22.

tru Independence first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.77M in Q4 2020. 1,358 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • tru Independence held 3,396 shares of Vanguard Morningstar Total Stock Market ETF worth $1.27M as of Q3 2026.
  • tru Independence sold 30 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.54% of tru Independence's portfolio in Q3 2026, its #22 holding.
  • tru Independence first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • tru Independence's Vanguard Morningstar Total Stock Market ETF position peaked at $3.77M in Q4 2020.
  • 1,358 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.