True Link Financial Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

True Link Financial Advisors’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	$920K	Buy	2,486 +18	+0.7%	+$6.44K	0.05%	33
2026 Q1	$792K	Buy	2,468 +1,126	+84%	+$378K	0.05%	34
2025 Q4	$450K	Sell	1,342 -581	-30%	-$193K	0.03%	59
2025 Q3	$631K	Sell	1,923 -70	-4%	-$22.1K	0.04%	48
2025 Q2	$606K	Sell	1,993 -252	-11%	-$70.9K	0.04%	47
2025 Q1	$617K	Sell	2,245 -228	-9%	-$66.2K	0.05%	45
2024 Q4	$717K	Buy	2,473 +1,214	+96%	+$354K	0.06%	28
2024 Q3	$356K	Buy	1,259 +133	+12%	+$36.3K	0.03%	50
2024 Q2	$301K	Buy	1,126 +192	+21%	+$49.7K	0.03%	52
2024 Q1	$243K	Buy	+934	New	+$231K	0.02%	61
2022 Q1	–	Sell	-62	Closed	-$15K	–	278
2021 Q4	$15K	Hold	62	–	–	﹤0.01%	604
2021 Q3	$14K	Hold	62	–	–	﹤0.01%	601
2021 Q2	$14K	Hold	62	–	–	﹤0.01%	536
2021 Q1	$13K	Buy	+62	New	+$12.5K	﹤0.01%	601

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

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

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

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

True Link Financial Advisors's VTI Position: Q2 2026 in Review

True Link Financial Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, buying an estimated $6.44K and bringing the position to 2,486 shares worth $920K. The position accounts for 0.05% of the portfolio, ranked #33.

True Link Financial Advisors first reported a position in VTI in Q1 2021 and has held it in 14 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

True Link Financial Advisors held 2,486 shares of Vanguard Morningstar Total Stock Market ETF worth $920K as of Q2 2026.
True Link Financial Advisors bought 18 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.44K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of True Link Financial Advisors's portfolio in Q2 2026, its #33 holding.
True Link Financial Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 14 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.