TI
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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
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

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

tru Independence's VTI Position: Q2 2026 in Review

tru Independence increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q2 2026, buying an estimated $2.5K and bringing the position to 3,426 shares worth $1.27M. The position accounts for 0.55% of the portfolio, ranked #21.

tru Independence first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.77M in Q4 2020. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • tru Independence held 3,426 shares of Vanguard Morningstar Total Stock Market ETF worth $1.27M as of Q2 2026.
  • tru Independence bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.55% of tru Independence's portfolio in Q2 2026, its #21 holding.
  • tru Independence first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • tru Independence's Vanguard Morningstar Total Stock Market ETF position peaked at $3.77M in Q4 2020.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.