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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
Q3 		$468K Buy
1,251
+1
+0.1% +$375 0.11% 155
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

Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $225B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Allworth Financial
Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ballentine Partners
Ballentine Partners Waltham, Massachusetts $8.35B AUM 19.38% 1-Year Est. Return

TrueWealth Advisors's VTI Position: Q3 2026 in Review

TrueWealth Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.08% in Q3 2026, buying an estimated $375 and bringing the position to 1,251 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #155.

TrueWealth Advisors first reported a position in VTI in Q4 2023 and has held it in 12 quarters since. 3,235 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • TrueWealth Advisors held 1,251 shares of Vanguard Morningstar Total Stock Market ETF worth $468K as of Q3 2026.
  • TrueWealth Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q3 2026, an estimated $375.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of TrueWealth Advisors's portfolio in Q3 2026, its #155 holding.
  • TrueWealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 12 quarters since.
  • 3,235 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.