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Vanguard Total Stock Market ETF shares owned by TrueWealth Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by TrueWealth Advisors from 13F filings

Historical chart of TrueWealth Advisors investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by TrueWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $389k 1.4k 283.14
2024-06-30 $366k 1.4k 267.50
2024-03-31 $281k 1.1k 259.88
2023-12-31 $265k 1.1k 237.22

More positions owned by TrueWealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Etf Ser Solutions Aptus Defined (DRSK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Intl Div Grwth (IGRO)
Servisfirst Bancshares (SFBS)
Ea Series Trust Freedom 100 Em (FRDM)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Advisors

Top funds holding Vanguard Total Stock Market ETF

Vanguard Group
Wealthfront Advisers
Us Bancorp
LPL Financial
Bank of America Corporation
Morgan Stanley
WealthNavi
Northern Trust
Hanson McClain Advisors
HB Wealth Management
Creative Planning
Envestnet Asset Management
Wellspring Financial Advisors
Ballentine Partners
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF