Kayne Anderson Rudnick Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kayne Anderson Rudnick Investment 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	$2.6M	Sell	7,037 -65	-0.9%	-$23.2K	0.01%	320
2026 Q1	$2.28M	Hold	7,102	–	–	0.01%	320
2025 Q4	$2.38M	Buy	7,102 +228	+3%	+$75.8K	0.01%	316
2025 Q3	$2.26M	Sell	6,874 -224	-3%	-$70.8K	0.01%	323
2025 Q2	$2.16M	Buy	7,098 +375	+6%	+$105K	0.01%	323
2025 Q1	$1.85M	Sell	6,723 -238	-3%	-$69.1K	﹤0.01%	344
2024 Q4	$2.02M	Hold	6,961	–	–	﹤0.01%	341
2024 Q3	$1.97M	Hold	6,961	–	–	﹤0.01%	347
2024 Q2	$1.86M	Hold	6,961	–	–	﹤0.01%	349
2024 Q1	$1.81M	Hold	6,961	–	–	﹤0.01%	340
2023 Q4	$1.65M	Buy	6,961 +1	+0%	+$221	﹤0.01%	343
2023 Q3	$1.48M	Hold	6,960	–	–	﹤0.01%	349
2023 Q2	$1.53M	Buy	6,960 +53	+0.8%	+$11.1K	﹤0.01%	346
2023 Q1	$1.41M	Buy	6,907 +603	+10%	+$121K	﹤0.01%	341
2022 Q4	$1.21M	Buy	6,304 +4,773	+312%	+$920K	﹤0.01%	354
2022 Q3	$275K	Hold	1,531	–	–	﹤0.01%	399
2022 Q2	$289K	Hold	1,531	–	–	﹤0.01%	394
2022 Q1	$348K	Hold	1,531	–	–	﹤0.01%	378
2021 Q4	$370K	Hold	1,531	–	–	﹤0.01%	384
2021 Q3	$340K	Hold	1,531	–	–	﹤0.01%	377
2021 Q2	$341K	Sell	1,531 -6,973	-82%	-$1.51M	﹤0.01%	376
2021 Q1	$1.76M	Buy	8,504 +1,531	+22%	+$310K	﹤0.01%	296
2020 Q4	$1.36M	Hold	6,973	–	–	﹤0.01%	305
2020 Q3	$1.19M	Hold	6,973	–	–	﹤0.01%	298
2020 Q2	$1.09M	Hold	6,973	–	–	﹤0.01%	305
2020 Q1	$899K	Sell	6,973 -100	-1%	-$15.5K	0.01%	298
2019 Q4	$1.16M	Buy	7,073 +100	+1%	+$15.7K	0.01%	299
2019 Q3	$1.05M	Hold	6,973	–	–	0.01%	293
2019 Q2	$1.05M	Hold	6,973	–	–	0.01%	289
2019 Q1	$1.01M	Sell	6,973 -900	-11%	-$126K	0.01%	285
2018 Q4	$1M	Sell	7,873 -277	-3%	-$38.2K	0.01%	289
2018 Q3	$1.22M	Hold	8,150	–	–	0.01%	279
2018 Q2	$1.14M	Hold	8,150	–	–	0.01%	282
2018 Q1	$1.11M	Buy	+8,150	New	+$1.14M	0.01%	296

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's VTI Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.92% in Q2 2026, selling an estimated $23.2K and leaving 7,037 shares worth $2.6M. The position accounts for 0.01% of the portfolio, ranked #320.

Kayne Anderson Rudnick Investment Management first reported a position in VTI in Q1 2018 and has held it in 34 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 7,037 shares of Vanguard Morningstar Total Stock Market ETF worth $2.6M as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 65 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $23.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #320 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2018 and has held it in 34 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.