TruWealth Advisors, LLC: VTI position timeline

TruWealth Advisors, LLC held 266,959 VTI shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 266,959 shares

   Change vs previous 13F -64,675 shares

   4.11% of the 13F portfolio, value $85,639,308.

   13F-HR 0002085853-26-000301 filed by TruWealth Advisors, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 331,634 shares

   Change vs previous 13F -4,773 shares

   5.44% of the 13F portfolio, value $111,186,823.

   13F-HR 0002085853-26-000014 filed by TruWealth Advisors, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 336,407 shares

   Change vs previous 13F -22,065 shares

   5.58% of the 13F portfolio, value $110,398,167.

   13F-HR 0002085853-25-000011 filed by TruWealth Advisors, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 358,472 shares

   Change vs previous 13F -120,801 shares

   6% of the 13F portfolio, value $108,950,212.

   13F-HR 0001667731-25-000725 filed by TruWealth Advisors, LLC
   Filed 2025-07-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 479,273 shares

   Change vs previous 13F -51,143 shares

   7.95% of the 13F portfolio, value $131,722,899.

   13F-HR 0001667731-25-000395 filed by TruWealth Advisors, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 530,416 shares

   Change vs previous 13F -5,583 shares

   9.27% of the 13F portfolio, value $153,720,416.

   13F-HR 0001667731-25-000029 filed by TruWealth Advisors, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 535,999 shares

   Change vs previous 13F +8,076 shares

   9.3% of the 13F portfolio, value $151,772,927.

   13F-HR 0001834985-24-000005 filed by TruWealth Advisors, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-06-30

   13F 527,923 shares

   Change vs previous 13F not available

   9.39% of the 13F portfolio, value $141,224,682.

   13F-HR 0001834985-24-000003 filed by TruWealth Advisors, LLC
   Filed 2024-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).