TRUE Private Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TRUE Private Wealth 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	$215K	Sell	581 -50	-8%	-$17.9K	0.02%	263
2026 Q1	$203K	Sell	631 -50	-7%	-$16.8K	0.02%	253
2025 Q4	$228K	Buy	+681	New	+$227K	0.02%	239
2024 Q3	–	Sell	-998	Closed	-$267K	–	281
2024 Q2	$267K	Sell	998 -56	-5%	-$14.5K	0.03%	237
2024 Q1	$274K	Buy	1,054 +77	+8%	+$19.1K	0.03%	244
2023 Q4	$232K	Buy	977 +4	+0.4%	+$884	0.03%	255
2023 Q3	$207K	Buy	+973	New	+$215K	0.03%	249
2021 Q1	–	Sell	-224	Closed	-$43K	–	690
2020 Q4	$43K	Hold	224	–	–	0.01%	363
2020 Q3	$38K	Hold	224	–	–	0.01%	359
2020 Q2	$35K	Sell	224 -1	-0.4%	-$147	0.01%	356
2020 Q1	$29K	Sell	225 -992	-82%	-$153K	0.01%	341
2019 Q4	$199K	Buy	+1,217	New	+$191K	0.03%	217
2019 Q3	–	Sell	-1,083	Closed	-$162K	–	700
2019 Q2	$162K	Buy	+1,083	New	+$159K	0.03%	219
2019 Q1	–	Sell	-4,070	Closed	-$519K	–	246
2018 Q4	$519K	Sell	4,070 -697	-15%	-$96.2K	0.09%	136
2018 Q3	$717K	Sell	4,767 -9	-0.2%	-$1.32K	0.1%	137
2018 Q2	$670K	Buy	4,776 +689	+17%	+$96.1K	0.11%	126
2018 Q1	$554K	Buy	4,087 +47	+1%	+$6.59K	0.1%	123
2017 Q4	$554K	Buy	+4,040	New	+$541K	0.1%	118

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 Private Wealth Advisors's VTI Position: Q2 2026 in Review

TRUE Private Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.9% in Q2 2026, selling an estimated $17.9K and leaving 581 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #263.

TRUE Private Wealth Advisors first reported a position in VTI in Q4 2017 and has held it in 18 quarters since. The position peaked at $717K in Q3 2018. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

TRUE Private Wealth Advisors held 581 shares of Vanguard Morningstar Total Stock Market ETF worth $215K as of Q2 2026.
TRUE Private Wealth Advisors sold 50 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #263 holding.
TRUE Private Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 18 quarters since.
TRUE Private Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $717K in Q3 2018.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.