True Link Financial Advisors’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True Link Financial Advisors's VTI Position: Q1 2026 in Review

True Link Financial Advisors increased its Vanguard Total Stock Market ETF (VTI) stake by 84% in Q1 2026, buying an estimated $378K and bringing the position to 2,468 shares worth $792K. The position accounts for 0.05% of the portfolio, ranked #34.

True Link Financial Advisors first reported a position in VTI in Q1 2021 and has held it in 13 quarters since. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

True Link Financial Advisors held 2,468 shares of Vanguard Total Stock Market ETF worth $792K as of Q1 2026.
True Link Financial Advisors bought 1,126 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $378K.
Vanguard Total Stock Market ETF made up 0.05% of True Link Financial Advisors's portfolio in Q1 2026, its #34 holding.
True Link Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2021 and has held it in 13 quarters since.
3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on True Link Financial Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.