True Wealth Design
VTI icon

True Wealth Design’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

True Wealth Design’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
Q3 		$3.17M Buy
8,464
+1,196
+16% +$448K 0.74% 15
2026
Q2 		$2.69M Sell
7,268
-131
-2% -$46.8K 0.64% 16
2026
Q1 		$2.37M Sell
7,399
-7,267
-50% -$2.44M 0.66% 15
2025
Q4 		$4.92M Buy
14,666
+7,020
+92% +$2.34M 1.44% 12
2025
Q3 		$2.51M Buy
7,646
+1,876
+33% +$593K 0.77% 15
2025
Q2 		$1.75M Sell
5,770
-350
-6% -$98.4K 0.62% 18
2025
Q1 		$1.68M Sell
6,120
-433
-7% -$126K 0.64% 14
2024
Q4 		$1.9M Sell
6,553
-124
-2% -$36.2K 0.74% 14
2024
Q3 		$1.89M Sell
6,677
-5,685
-46% -$1.55M 0.74% 14
2024
Q2 		$3.31M Sell
12,362
-531
-4% -$137K 0.82% 16
2024
Q1 		$3.35M Sell
12,893
-677
-5% -$167K 0.84% 17
2023
Q4 		$3.22M Sell
13,570
-45
-0.3% -$9.9K 0.91% 17
2023
Q3 		$2.89M Sell
13,615
-551
-4% -$122K 0.97% 17
2023
Q2 		$3.12M Sell
14,166
-1,777
-11% -$371K 1.14% 15
2023
Q1 		$3.25M Sell
15,943
-1,575
-9% -$315K 1.36% 13
2022
Q4 		$3.35M Buy
+17,518
New +$3.38M 1.55% 12

Other funds holding VTI

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Trilogy Capital
Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

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

True Wealth Design increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q3 2026, buying an estimated $448K and bringing the position to 8,464 shares worth $3.17M. The position accounts for 0.74% of the portfolio, ranked #15.

True Wealth Design first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. The position peaked at $4.92M in Q4 2025. 1,152 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • True Wealth Design held 8,464 shares of Vanguard Morningstar Total Stock Market ETF worth $3.17M as of Q3 2026.
  • True Wealth Design bought 1,196 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $448K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.74% of True Wealth Design's portfolio in Q3 2026, its #15 holding.
  • True Wealth Design first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • True Wealth Design's Vanguard Morningstar Total Stock Market ETF position peaked at $4.92M in Q4 2025.
  • 1,152 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

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