KCPG
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Kavar Capital Partners Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kavar Capital Partners Group’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 		$3.18M Buy
8,603
+17
+0.2% +$6.08K 0.39% 56
2026
Q1 		$2.75M Buy
8,586
+18
+0.2% +$6.04K 0.35% 64
2025
Q4 		$2.87M Buy
8,568
+31
+0.4% +$10.3K 0.4% 58
2025
Q3 		$2.8M Sell
8,537
-282
-3% -$89.1K 0.37% 62
2025
Q2 		$2.68M Buy
8,819
+64
+0.7% +$18K 0.39% 66
2025
Q1 		$2.41M Buy
8,755
+37
+0.4% +$10.7K 0.4% 63
2024
Q4 		$2.53M Buy
8,718
+10
+0.1% +$2.92K 0.43% 61
2024
Q3 		$2.47M Sell
8,708
-2
-0% -$546 0.39% 66
2024
Q2 		$2.33M Buy
8,710
+1,527
+21% +$395K 0.42% 62
2024
Q1 		$1.87M Sell
7,183
-7,109
-50% -$1.76M 0.34% 71
2023
Q4 		$3.39M Buy
14,292
+7,257
+103% +$1.6M 0.38% 68
2023
Q3 		$1.49M Buy
7,035
+421
+6% +$93.2K 0.32% 74
2023
Q2 		$1.46M Buy
6,614
+61
+0.9% +$12.7K 0.31% 76
2023
Q1 		$1.34M Sell
6,553
-8
-0.1% -$1.6K 0.29% 76
2022
Q4 		$1.25M Buy
6,561
+4
+0.1% +$771 0.29% 77
2022
Q3 		$1.18M Buy
6,557
+14
+0.2% +$2.79K 0.3% 77
2022
Q2 		$1.23M Buy
6,543
+4
+0.1% +$822 0.29% 77
2022
Q1 		$1.49M Buy
6,539
+50
+0.8% +$11.2K 0.32% 73
2021
Q4 		$1.57M Sell
6,489
-58
-0.9% -$13.7K 0.33% 76
2021
Q3 		$1.45M Sell
6,547
-99
-1% -$22.6K 0.33% 77
2021
Q2 		$1.48M Buy
+6,646
New +$1.44M 0.36% 74
2019
Q3 		– Sell
-745
Closed -$112K – 447
2019
Q2 		$112K Buy
+745
New +$110K 0.04% 159
2018
Q3 		– Sell
-808
Closed -$113K – 376
2018
Q2 		$113K Buy
808
+3
+0.4% +$419 0.06% 137
2018
Q1 		$109K Buy
+805
New +$113K 0.06% 139
2016
Q1 		– Sell
-393
Closed -$41K – 391
2015
Q4 		$41K Buy
393
+3
+0.8% +$316 0.03% 184
2015
Q3 		$38K Buy
390
+2
+0.5% +$210 0.03% 187
2015
Q2 		$41K Buy
+388
New +$42.3K 0.03% 193
2014
Q2 		– Sell
-382
Closed -$37K – 438
2014
Q1 		$37K Buy
382
+100
+35% +$9.57K 0.03% 218
2013
Q4 		$27K Buy
+282
New +$25.9K 0.02% 226

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

Kavar Capital Partners Group's VTI Position: Q2 2026 in Review

Kavar Capital Partners Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.2% in Q2 2026, buying an estimated $6.08K and bringing the position to 8,603 shares worth $3.18M. The position accounts for 0.39% of the portfolio, ranked #56.

Kavar Capital Partners Group first reported a position in VTI in Q4 2013 and has held it in 29 quarters since. The position peaked at $3.39M in Q4 2023. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kavar Capital Partners Group held 8,603 shares of Vanguard Morningstar Total Stock Market ETF worth $3.18M as of Q2 2026.
  • Kavar Capital Partners Group bought 17 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.08K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.39% of Kavar Capital Partners Group's portfolio in Q2 2026, its #56 holding.
  • Kavar Capital Partners Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2013 and has held it in 29 quarters since.
  • Kavar Capital Partners Group's Vanguard Morningstar Total Stock Market ETF position peaked at $3.39M in Q4 2023.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kavar Capital Partners Group's 13F filing for Q2 2026, filed 20 Jul 2026.