Christensen King & Associates Investment Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Christensen King & Associates Investment Services’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 Q2	$3.91M	Hold	10,574	–	–	1.55%	17
2026 Q1	$3.39M	Sell	10,574 -98	-0.9%	-$32.9K	1.46%	18
2025 Q4	$3.58M	Buy	10,672 +85	+0.8%	+$28.3K	1.53%	18
2025 Q3	$3.47M	Sell	10,587 -466	-4%	-$147K	1.49%	18
2025 Q2	$3.36M	Buy	11,053 +39	+0.4%	+$11K	1.54%	17
2025 Q1	$3.13M	Buy	11,014 +734	+7%	+$213K	1.49%	17
2024 Q4	$3.05M	Sell	10,280 -114	-1%	-$33.3K	1.43%	19
2024 Q3	$2.94M	Sell	10,394 -82	-0.8%	-$22.4K	1.39%	17
2024 Q2	$2.8M	Buy	10,476 +34	+0.3%	+$8.8K	1.38%	17
2024 Q1	$2.71M	Sell	10,442 -33	-0.3%	-$8.16K	1.36%	17
2023 Q4	$2.48M	Buy	+10,475	New	+$2.32M	1.33%	19

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Christensen King & Associates Investment Services's VTI Position: Q2 2026 in Review

Christensen King & Associates Investment Services held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 10,574 shares worth $3.91M. The position accounts for 1.55% of the portfolio, ranked #17.

Christensen King & Associates Investment Services first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Christensen King & Associates Investment Services held 10,574 shares of Vanguard Morningstar Total Stock Market ETF worth $3.91M as of Q2 2026.
Christensen King & Associates Investment Services left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.55% of Christensen King & Associates Investment Services's portfolio in Q2 2026, its #17 holding.
Christensen King & Associates Investment Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Christensen King & Associates Investment Services's 13F filing for Q2 2026, filed 14 Jul 2026.