Turtle Creek Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
Other funds holding VTI
RIM
WI
Turtle Creek Wealth Advisors's VTI Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.5% in Q2 2026, selling an estimated $12.2K and leaving 2,219 shares worth $821K. The position accounts for 0.04% of the portfolio, ranked #190.
Turtle Creek Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 9 quarters since. The position peaked at $929K in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Turtle Creek Wealth Advisors held 2,219 shares of Vanguard Morningstar Total Stock Market ETF worth $821K as of Q2 2026.
- Turtle Creek Wealth Advisors sold 34 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $12.2K.
- Vanguard Morningstar Total Stock Market ETF made up 0.04% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #190 holding.
- Turtle Creek Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 9 quarters since.
- Turtle Creek Wealth Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $929K in Q4 2025.
- 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.