TruNorth Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

TruNorth Capital Management’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	$5M	Buy	13,363 +106	+0.8%	+$39.7K	0.78%	18
2026 Q2	$4.91M	Sell	13,257 -70	-0.5%	-$25K	0.79%	20
2026 Q1	$4.28M	Sell	13,327 -871	-6%	-$292K	0.82%	20
2025 Q4	$4.76M	Buy	14,198 +964	+7%	+$321K	0.9%	18
2025 Q3	$4.34M	Sell	13,234 -77	-0.6%	-$24.3K	0.86%	18
2025 Q2	$4.05M	Hold	13,311	–	–	0.9%	16
2025 Q1	$3.66M	Buy	13,311 +36	+0.3%	+$10.5K	0.91%	17
2024 Q4	$3.85M	Buy	13,275 +1	+0%	+$292	1.05%	15
2024 Q3	$3.76M	Sell	13,274 -837	-6%	-$228K	1.11%	16
2024 Q2	$3.77M	Buy	14,111 +11,919	+544%	+$3.08M	1.22%	14
2024 Q1	$570K	Buy	+2,192	New	+$542K	0.2%	38

Other funds holding VTI

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

TruNorth Capital Management's VTI Position: Q3 2026 in Review

TruNorth Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.8% in Q3 2026, buying an estimated $39.7K and bringing the position to 13,363 shares worth $5M. The position accounts for 0.78% of the portfolio, ranked #18.

TruNorth Capital Management first reported a position in VTI in Q1 2024 and has held it in 11 quarters since. 523 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

TruNorth Capital Management held 13,363 shares of Vanguard Morningstar Total Stock Market ETF worth $5M as of Q3 2026.
TruNorth Capital Management bought 106 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $39.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.78% of TruNorth Capital Management's portfolio in Q3 2026, its #18 holding.
TruNorth Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 11 quarters since.
523 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on TruNorth Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.