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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
Q3 		$832K Buy
2,222
+35
+2% +$13.1K 0.33% 55
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
CA
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
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Kaizen Financial Strategies's VTI Position: Q3 2026 in Review

Kaizen Financial Strategies increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.6% in Q3 2026, buying an estimated $13.1K and bringing the position to 2,222 shares worth $832K. The position accounts for 0.33% of the portfolio, ranked #55.

Kaizen Financial Strategies first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.35M in Q1 2022. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Kaizen Financial Strategies held 2,222 shares of Vanguard Morningstar Total Stock Market ETF worth $832K as of Q3 2026.
  • Kaizen Financial Strategies bought 35 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $13.1K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.33% of Kaizen Financial Strategies's portfolio in Q3 2026, its #55 holding.
  • Kaizen Financial Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • Kaizen Financial Strategies's Vanguard Morningstar Total Stock Market ETF position peaked at $5.35M in Q1 2022.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Kaizen Financial Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.