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

Truvestments Capital’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 		$579K Sell
1,566
-1,832
-54% -$655K 0.09% 206
2026
Q1 		$1.09M Buy
3,398
+3,118
+1,114% +$1.05M 0.2% 128
2025
Q4 		$93.9K Hold
280
– – 0.02% 348
2025
Q3 		$91.9K Buy
280
+115
+70% +$36.3K 0.02% 349
2025
Q2 		$50.1K Sell
165
-74
-31% -$20.8K 0.01% 398
2025
Q1 		$65.7K Buy
239
+63
+36% +$18.3K 0.01% 348
2024
Q4 		$50.9K Buy
176
+165
+1,500% +$48.1K 0.01% 366
2024
Q3 		$3.01K Buy
+11
New +$3K ﹤0.01% 749
2024
Q2 		– Sell
-10
Closed -$2.61K – 676
2024
Q1 		$2.61K Buy
+10
New +$2.47K ﹤0.01% 598
2023
Q4 		– Sell
-8
Closed -$1.7K – 819
2023
Q3 		$1.7K Sell
8
-91
-92% -$20.1K ﹤0.01% 602
2023
Q2 		$21.8K Buy
+99
New +$20.6K 0.01% 373
2023
Q1 		– Sell
-45
Closed -$8.6K – 941
2022
Q4 		$8.6K Buy
+45
New +$8.67K ﹤0.01% 478
2022
Q1 		– Sell
-200
Closed -$48K – 538
2021
Q4 		$48K Buy
+200
New +$47.2K 0.02% 271
2021
Q2 		– Sell
-15
Closed -$3K – 698
2021
Q1 		$3K Hold
15
– – ﹤0.01% 587
2020
Q4 		$3K Hold
15
– – ﹤0.01% 534
2020
Q3 		$3K Hold
15
– – ﹤0.01% 288
2020
Q2 		$2K Hold
15
– – ﹤0.01% 520
2020
Q1 		$1K Buy
+15
New +$2.32K ﹤0.01% 494
2019
Q2 		– Sell
-74
Closed -$11K – 789
2019
Q1 		$11K Buy
+74
New +$10.3K 0.01% 510
2018
Q3 		$24K Buy
+159
New +$23.4K 0.01% 488

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

Truvestments Capital's VTI Position: Q2 2026 in Review

Truvestments Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 54% in Q2 2026, selling an estimated $655K and leaving 1,566 shares worth $579K. The position accounts for 0.09% of the portfolio, ranked #206.

Truvestments Capital first reported a position in VTI in Q3 2018 and has held it in 20 quarters since. The position peaked at $1.09M in Q1 2026. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Truvestments Capital held 1,566 shares of Vanguard Morningstar Total Stock Market ETF worth $579K as of Q2 2026.
  • Truvestments Capital sold 1,832 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $655K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.09% of Truvestments Capital's portfolio in Q2 2026, its #206 holding.
  • Truvestments Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 20 quarters since.
  • Truvestments Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $1.09M in Q1 2026.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.