Davidson Kahn Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Davidson Kahn Capital Management’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	$1.49M	Buy	4,019 +565	+16%	+$202K	0.64%	36
2026 Q1	$1.11M	Sell	3,454 -535	-13%	-$179K	0.59%	35
2025 Q4	$1.34M	Buy	3,989 +848	+27%	+$282K	0.7%	37
2025 Q3	$1.03M	Sell	3,141 -429	-12%	-$136K	0.57%	40
2025 Q2	$1.09M	Buy	3,570 +866	+32%	+$244K	0.7%	34
2025 Q1	$743K	Buy	2,704 +316	+13%	+$91.8K	0.57%	35
2024 Q4	$692K	Buy	+2,388	New	+$697K	0.64%	36

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

Davidson Kahn Capital Management's VTI Position: Q2 2026 in Review

Davidson Kahn Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 16% in Q2 2026, buying an estimated $202K and bringing the position to 4,019 shares worth $1.49M. The position accounts for 0.64% of the portfolio, ranked #36.

Davidson Kahn Capital Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Davidson Kahn Capital Management held 4,019 shares of Vanguard Morningstar Total Stock Market ETF worth $1.49M as of Q2 2026.
Davidson Kahn Capital Management bought 565 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $202K.
Vanguard Morningstar Total Stock Market ETF made up 0.64% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #36 holding.
Davidson Kahn Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.