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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
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

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

Kaydan Wealth Management's VTI Position: Q2 2026 in Review

Kaydan Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 127% in Q2 2026, buying an estimated $7.32M and bringing the position to 36,601 shares worth $13.5M. The position accounts for 4.13% of the portfolio, ranked #8.

Kaydan Wealth Management first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kaydan Wealth Management held 36,601 shares of Vanguard Morningstar Total Stock Market ETF worth $13.5M as of Q2 2026.
  • Kaydan Wealth Management bought 20,471 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.32M.
  • Vanguard Morningstar Total Stock Market ETF made up 4.13% of Kaydan Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Kaydan Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.