Turtle Creek Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$723K Sell
2,253
-518
-19% -$174K 0.05% 172
2025
Q4
$929K Buy
2,771
+1,886
+213% +$627K 0.07% 159
2025
Q3
$290K Hold
885
0.03% 279
2025
Q2
$269K Buy
+885
New +$249K 0.03% 227
2024
Q4
Sell
-932
Closed -$264K 164
2024
Q3
$264K Buy
932
+216
+30% +$58.9K 0.05% 151
2024
Q2
$192K Buy
716
+183
+34% +$47.4K 0.04% 156
2024
Q1
$139K Buy
533
+11
+2% +$2.72K 0.03% 153
2023
Q4
$124K Buy
+522
New +$115K 0.04% 176

Other funds holding VTI

Turtle Creek Wealth Advisors's VTI Position: Q1 2026 in Review

Turtle Creek Wealth Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 19% in Q1 2026, selling an estimated $174K and leaving 2,253 shares worth $723K. The position accounts for 0.05% of the portfolio, ranked #172.

Turtle Creek Wealth Advisors first reported a position in VTI in Q4 2023 and has held it in 8 quarters since. The position peaked at $929K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Turtle Creek Wealth Advisors held 2,253 shares of Vanguard Total Stock Market ETF worth $723K as of Q1 2026.
  • Turtle Creek Wealth Advisors sold 518 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $174K.
  • Vanguard Total Stock Market ETF made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #172 holding.
  • Turtle Creek Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 8 quarters since.
  • Turtle Creek Wealth Advisors's Vanguard Total Stock Market ETF position peaked at $929K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.