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

TruWealth 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
Q1 		$85.6M Sell
266,959
-64,675
-20% -$21.7M 4.11% 5
2025
Q4 		$111M Sell
331,634
-4,773
-1% -$1.59M 5.44% 2
2025
Q3 		$110M Sell
336,407
-22,065
-6% -$6.97M 5.58% 2
2025
Q2 		$109M Sell
358,472
-120,801
-25% -$34M 6% 2
2025
Q1 		$132M Sell
479,273
-51,143
-10% -$14.9M 7.95% 1
2024
Q4 		$154M Sell
530,416
-5,583
-1% -$1.63M 9.27% 1
2024
Q3 		$152M Buy
535,999
+8,076
+2% +$2.2M 9.3% 1
2024
Q2 		$141M Buy
527,923
+7,919
+2% +$2.05M 9.39% 1
2024
Q1 		$135M Buy
520,004
+9,868
+2% +$2.44M 9.43% 1
2023
Q4 		$121M Buy
510,136
+9,164
+2% +$2.03M 9.24% 1
2023
Q3 		$106M Buy
500,972
+41,906
+9% +$9.28M 9.15% 1
2023
Q2 		$101M Buy
459,066
+10,439
+2% +$2.18M 8.68% 1
2023
Q1 		$91.6M Sell
448,627
-3,297
-0.7% -$660K 8.39% 2
2022
Q4 		$86.4M Buy
451,924
+9,237
+2% +$1.78M 8.43% 2
2022
Q3 		$79.4M Buy
442,687
+16,971
+4% +$3.38M 8.41% 3
2022
Q2 		$80.3M Buy
425,716
+37,123
+10% +$7.63M 8.61% 3
2022
Q1 		$88.5M Buy
388,593
+29,073
+8% +$6.54M 9.2% 2
2021
Q4 		$86.8M Buy
359,520
+10,732
+3% +$2.53M 8.79% 2
2021
Q3 		$77.5M Buy
348,788
+8,262
+2% +$1.88M 8.64% 3
2021
Q2 		$75.9M Buy
340,526
+7,761
+2% +$1.68M 8.9% 3
2021
Q1 		$68.8M Buy
332,765
+23,612
+8% +$4.78M 9.34% 2
2020
Q4 		$60.2M Buy
+309,153
New +$56.5M 8.98% 2

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

TruWealth Advisors's VTI Position: Q1 2026 in Review

TruWealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 20% in Q1 2026, selling an estimated $21.7M and leaving 266,959 shares worth $85.6M. The position accounts for 4.11% of the portfolio, ranked #5.

TruWealth Advisors first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $154M in Q4 2024. 3,579 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • TruWealth Advisors held 266,959 shares of Vanguard Morningstar Total Stock Market ETF worth $85.6M as of Q1 2026.
  • TruWealth Advisors sold 64,675 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $21.7M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.11% of TruWealth Advisors's portfolio in Q1 2026, its #5 holding.
  • TruWealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $154M in Q4 2024.
  • 3,579 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.