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True Wealth Design’s Vestis VSTS Stock Holding History

True Wealth Design’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$375 Hold
28
– – ﹤0.01% 2220
2026
Q2 		$407 Sell
28
-60
-68% -$669 ﹤0.01% 2266
2026
Q1 		$692 Sell
88
-68
-44% -$497 ﹤0.01% 1933
2025
Q4 		$1.04K Sell
156
-657
-81% -$3.83K ﹤0.01% 1690
2025
Q3 		$3.68K Sell
813
-1,167
-59% -$5.98K ﹤0.01% 1204
2025
Q2 		$11.3K Buy
1,980
+1,718
+656% +$12.1K ﹤0.01% 534
2025
Q1 		$2.59K Sell
262
-1,621
-86% -$21.5K ﹤0.01% 915
2024
Q4 		$28.7K Buy
+1,883
New +$28.3K 0.01% 269

Other funds holding VSTS

Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
McGlone Suttner Wealth Management
McGlone Suttner Wealth Management Appleton, Wisconsin $861M AUM 14.77% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's VSTS Position: Q3 2026 in Review

True Wealth Design held its Vestis (VSTS) position steady in Q3 2026 at 28 shares worth $375. The position accounts for ﹤0.01% of the portfolio, ranked #2220.

True Wealth Design first reported a position in VSTS in Q4 2024 and has held it in 8 quarters since. The position peaked at $28.7K in Q4 2024. 21 funds tracked by Wall St. Rank hold VSTS as of Q3 2026.

  • True Wealth Design held 28 shares of Vestis worth $375 as of Q3 2026.
  • True Wealth Design left its Vestis share count unchanged in Q3 2026.
  • Vestis made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2220 holding.
  • True Wealth Design first reported a position in Vestis in Q4 2024 and has held it in 8 quarters since.
  • True Wealth Design's Vestis position peaked at $28.7K in Q4 2024.
  • 21 funds tracked by Wall St. Rank held Vestis as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.