KWM
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Kaydan Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kaydan Wealth 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
Q3 		$20.8M Buy
55,628
+19,027
+52% +$7.13M 7.14% 3
2026
Q2 		$13.5M Buy
36,601
+20,471
+127% +$7.32M 4.13% 8
2026
Q1 		$5.17M Sell
16,130
-254
-2% -$85.2K 1.73% 14
2025
Q4 		$5.49M Sell
16,384
-427
-3% -$142K 1.59% 12
2025
Q3 		$5.52M Sell
16,811
-570
-3% -$180K 1.58% 14
2025
Q2 		$5.28M Buy
17,381
+971
+6% +$273K 1.73% 11
2025
Q1 		$4.51M Sell
16,410
-386
-2% -$112K 1.45% 12
2024
Q4 		$4.87M Sell
16,796
-771
-4% -$225K 1.62% 11
2024
Q3 		$4.97M Sell
17,567
-135
-0.8% -$36.8K 1.47% 11
2024
Q2 		$4.74M Sell
17,702
-242
-1% -$62.6K 1.68% 12
2024
Q1 		$4.66M Sell
17,944
-207
-1% -$51.2K 1.59% 12
2023
Q4 		$4.31M Sell
18,151
-427
-2% -$94.4K 1.75% 11
2023
Q3 		$3.95M Sell
18,578
-609
-3% -$135K 1.58% 11
2023
Q2 		$4.23M Sell
19,187
-277
-1% -$57.8K 1.77% 8
2023
Q1 		$3.97M Sell
19,464
-309
-2% -$61.9K 1.63% 6
2022
Q4 		$3.78M Sell
19,773
-12,299
-38% -$2.37M 1.51% 7
2022
Q3 		$5.76M Sell
32,072
-2,914
-8% -$581K 3.18% 3
2022
Q2 		$6.6M Sell
34,986
-3,069
-8% -$631K 3.67% 5
2022
Q1 		$8.66M Sell
38,055
-1,999
-5% -$450K 3.83% 6
2021
Q4 		$9.67M Buy
+40,054
New +$9.46M 3.66% 8

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

Kaydan Wealth Management's VTI Position: Q3 2026 in Review

Kaydan Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 52% in Q3 2026, buying an estimated $7.13M and bringing the position to 55,628 shares worth $20.8M. The position accounts for 7.14% of the portfolio, ranked #3.

Kaydan Wealth Management first reported a position in VTI in Q4 2021 and has held it in 20 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Kaydan Wealth Management held 55,628 shares of Vanguard Morningstar Total Stock Market ETF worth $20.8M as of Q3 2026.
  • Kaydan Wealth Management bought 19,027 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.13M.
  • Vanguard Morningstar Total Stock Market ETF made up 7.14% of Kaydan Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Kaydan Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 20 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Kaydan Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.