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 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

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

David Kennon's VTI Position: Q2 2026 in Review

David Kennon reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.6% in Q2 2026, selling an estimated $1.3M and leaving 95,930 shares worth $35.5M. The position accounts for 11.73% of the portfolio, ranked #2.

David Kennon first reported a position in VTI in Q3 2022 and has held it in 16 quarters since. The position peaked at $72.6M in Q4 2022. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

David Kennon held 95,930 shares of Vanguard Morningstar Total Stock Market ETF worth $35.5M as of Q2 2026.
David Kennon sold 3,629 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.3M.
Vanguard Morningstar Total Stock Market ETF made up 11.73% of David Kennon's portfolio in Q2 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 16 quarters since.
David Kennon's Vanguard Morningstar Total Stock Market ETF position peaked at $72.6M in Q4 2022.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on David Kennon's 13F filing for Q2 2026, filed 22 Jul 2026.