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TrueWealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TrueWealth 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 		$462K Sell
1,250
-103
-8% -$36.8K 0.1% 153
2026
Q1 		$434K Buy
1,353
+2
+0.1% +$671 0.11% 155
2025
Q4 		$453K Buy
1,351
+5
+0.4% +$1.66K 0.12% 145
2025
Q3 		$442K Buy
1,346
+3
+0.2% +$948 0.12% 146
2025
Q2 		$408K Buy
1,343
+44
+3% +$12.4K 0.12% 144
2025
Q1 		$357K Sell
1,299
-13
-1% -$3.78K 0.12% 140
2024
Q4 		$380K Sell
1,312
-60
-4% -$17.5K 0.13% 148
2024
Q3 		$388K Buy
1,372
+3
+0.2% +$818 0.13% 144
2024
Q2 		$366K Buy
1,369
+288
+27% +$74.5K 0.14% 124
2024
Q1 		$281K Sell
1,081
-37
-3% -$9.15K 0.11% 162
2023
Q4 		$265K Buy
+1,118
New +$247K 0.1% 154

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TrueWealth Advisors's VTI Position: Q2 2026 in Review

TrueWealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.6% in Q2 2026, selling an estimated $36.8K and leaving 1,250 shares worth $462K. The position accounts for 0.1% of the portfolio, ranked #153.

TrueWealth Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • TrueWealth Advisors held 1,250 shares of Vanguard Morningstar Total Stock Market ETF worth $462K as of Q2 2026.
  • TrueWealth Advisors sold 103 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $36.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.1% of TrueWealth Advisors's portfolio in Q2 2026, its #153 holding.
  • TrueWealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.