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Kaizen Financial Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kaizen Financial Strategies’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 		$808K Sell
2,187
-571
-21% -$204K 0.26% 62
2026
Q1 		$954K Sell
2,758
-63
-2% -$21.1K 0.4% 45
2025
Q4 		$946K Hold
2,821
– – 0.42% 41
2025
Q3 		$929K Sell
2,821
-228
-7% -$72K 0.42% 44
2025
Q2 		$927K Hold
3,049
– – 0.47% 38
2025
Q1 		$838K Hold
3,049
– – 0.48% 34
2024
Q4 		$884K Sell
3,049
-283
-8% -$82.6K 0.5% 32
2024
Q3 		$943K Hold
3,332
– – 0.55% 33
2024
Q2 		$895K Sell
3,332
-549
-14% -$142K 0.56% 32
2024
Q1 		$1.01M Sell
3,881
-168
-4% -$41.6K 0.68% 26
2023
Q4 		$961K Sell
4,049
-391
-9% -$86.4K 0.73% 25
2023
Q3 		$943K Sell
4,440
-154
-3% -$34.1K 0.8% 27
2023
Q2 		$1.02M Buy
4,594
+35
+0.8% +$7.3K 0.87% 23
2023
Q1 		$930K Sell
4,559
-12,432
-73% -$2.49M 0.92% 23
2022
Q4 		$3.4M Sell
16,991
-911
-5% -$176K 3.36% 4
2022
Q3 		$3.21M Sell
17,902
-4,784
-21% -$953K 3.26% 5
2022
Q2 		$4.28M Sell
22,686
-813
-3% -$167K 4.22% 3
2022
Q1 		$5.35M Buy
23,499
+11,225
+91% +$2.52M 4.19% 3
2021
Q4 		$2.96M Buy
12,274
+3,035
+33% +$716K 2.22% 7
2021
Q3 		$2.05M Buy
+9,239
New +$2.11M 1.65% 14
2021
Q1 		$1.5M Buy
7,244
+670
+10% +$136K 1.43% 16
2020
Q4 		$1.28M Buy
+6,574
New +$1.2M 1.42% 12

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kaizen Financial Strategies's VTI Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 21% in Q2 2026, selling an estimated $204K and leaving 2,187 shares worth $808K. The position accounts for 0.26% of the portfolio, ranked #62.

Kaizen Financial Strategies first reported a position in VTI in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.35M in Q1 2022. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kaizen Financial Strategies held 2,187 shares of Vanguard Morningstar Total Stock Market ETF worth $808K as of Q2 2026.
  • Kaizen Financial Strategies sold 571 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $204K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Kaizen Financial Strategies's portfolio in Q2 2026, its #62 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 22 quarters since.
  • Kaizen Financial Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $5.35M in Q1 2022.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.