K.J. Harrison & Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

K.J. Harrison & Partners’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
2025 Q4	–	Sell	-4,370	Closed	-$1.44M	–	261
2025 Q3	$1.44M	Buy	+4,370	New	+$1.38M	0.21%	119
2025 Q2	–	Sell	-7,700	Closed	-$2.12M	–	207
2025 Q1	$2.12M	Buy	+7,700	New	+$2.24M	0.41%	71
2022 Q1	–	Sell	-4,069	Closed	-$984K	–	379
2021 Q4	$984K	Hold	4,069	–	–	0.14%	162
2021 Q3	$909K	Sell	4,069 -12	-0.3%	-$2.74K	0.13%	164
2021 Q2	$910	Sell	4,081 -19	-0.5%	-$4.12K	0.1%	165
2021 Q1	$847K	Buy	+4,100	New	+$830K	0.13%	163
2019 Q1	–	Sell	-31,762	Closed	-$4.05M	–	173
2018 Q4	$4.05M	Buy	31,762 +5,946	+23%	+$821K	2.48%	12
2018 Q3	$3.86M	Hold	25,816	–	–	0.99%	27
2018 Q2	$3.63M	Buy	25,816 +13,916	+117%	+$1.94M	1.05%	27
2018 Q1	$1.61M	Buy	+11,900	New	+$1.67M	0.53%	75

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

K.J. Harrison & Partners's VTI Position: Q4 2025 in Review

K.J. Harrison & Partners sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 4,370 shares — an estimated $1.44M sold.

K.J. Harrison & Partners first reported a position in VTI in Q1 2018 and held it in 10 quarters. The position peaked at $4.05M in Q4 2018. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

K.J. Harrison & Partners reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
K.J. Harrison & Partners sold 4,370 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $1.44M.
K.J. Harrison & Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and held it in 10 quarters.
K.J. Harrison & Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $4.05M in Q4 2018.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on K.J. Harrison & Partners's 13F filing for Q4 2025, filed 3 Feb 2026.