David Kennon’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

David Kennon’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 Q3	$35.6M	Sell	95,241 -689	-0.7%	-$258K	11.79%	2
2026 Q2	$35.5M	Sell	95,930 -3,629	-4%	-$1.3M	11.73%	2
2026 Q1	$31.9M	Sell	99,559 -2,779	-3%	-$932K	11.45%	2
2025 Q4	$34.3M	Sell	102,338 -857	-0.8%	-$285K	12.2%	2
2025 Q3	$33.9M	Sell	103,195 -2,489	-2%	-$786K	12.19%	2
2025 Q2	$32.1M	Sell	105,684 -1,698	-2%	-$478K	12%	2
2025 Q1	$29.5M	Sell	107,382 -67	-0.1%	-$19.5K	11.75%	2
2024 Q4	$31.1M	Sell	107,449 -2,103	-2%	-$614K	12.28%	2
2024 Q3	$31M	Sell	109,552 -949	-0.9%	-$259K	12.21%	2
2024 Q2	$29.6M	Sell	110,501 -797	-0.7%	-$206K	12.41%	2
2024 Q1	$28.9M	Sell	111,298 -3,653	-3%	-$904K	12.37%	2
2023 Q4	$27.3M	Sell	114,951 -8,727	-7%	-$1.93M	12.22%	2
2023 Q3	$26.3M	Sell	123,678 -979	-0.8%	-$217K	12.59%	2
2023 Q2	$27.5M	Sell	124,657 -3,705	-3%	-$773K	12.79%	2
2023 Q1	$26.2M	Sell	128,362 -251,310	-66%	-$50.3M	12.78%	2
2022 Q4	$72.6M	Sell	379,672 -4,331	-1%	-$835K	37.79%	1
2022 Q3	$68.9M	Buy	+384,003	New	+$76.5M	37.89%	1

Other funds holding VTI

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return

David Kennon's VTI Position: Q3 2026 in Review

David Kennon reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q3 2026, selling an estimated $258K and leaving 95,241 shares worth $35.6M. The position accounts for 11.79% of the portfolio, ranked #2.

David Kennon first reported a position in VTI in Q3 2022 and has held it in 17 quarters since. The position peaked at $72.6M in Q4 2022. 495 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

David Kennon held 95,241 shares of Vanguard Morningstar Total Stock Market ETF worth $35.6M as of Q3 2026.
David Kennon sold 689 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $258K.
Vanguard Morningstar Total Stock Market ETF made up 11.79% of David Kennon's portfolio in Q3 2026, its #2 holding.
David Kennon first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2022 and has held it in 17 quarters since.
David Kennon's Vanguard Morningstar Total Stock Market ETF position peaked at $72.6M in Q4 2022.
495 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on David Kennon's 13F filing for Q3 2026, filed 13 Oct 2026.