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True Wealth Design’s Vanguard 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
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% -$9.95K 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

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return

True Wealth Design's VTI Position: Q2 2026 in Review

True Wealth Design reduced its Vanguard Total Stock Market ETF (VTI) stake by 1.8% in Q2 2026, selling an estimated $46.8K and leaving 7,268 shares worth $2.69M. The position accounts for 0.64% of the portfolio, ranked #16.

True Wealth Design first reported a position in VTI in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.92M in Q4 2025. 779 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • True Wealth Design held 7,268 shares of Vanguard Total Stock Market ETF worth $2.69M as of Q2 2026.
  • True Wealth Design sold 131 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $46.8K.
  • Vanguard Total Stock Market ETF made up 0.64% of True Wealth Design's portfolio in Q2 2026, its #16 holding.
  • True Wealth Design first reported a position in Vanguard Total Stock Market ETF in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Vanguard Total Stock Market ETF position peaked at $4.92M in Q4 2025.
  • 779 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.