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

Keebeck 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 		$692K Buy
1,869
+123
+7% +$44K 0.07% 203
2026
Q1 		$560K Hold
1,746
– – 0.06% 221
2025
Q4 		$586K Buy
1,746
+49
+3% +$16.3K 0.07% 197
2025
Q3 		$558K Hold
1,697
– – 0.07% 198
2025
Q2 		$517K Buy
1,697
+169
+11% +$47.5K 0.07% 199
2025
Q1 		$420K Sell
1,528
-320
-17% -$93K 0.06% 184
2024
Q4 		$536K Buy
1,848
+320
+21% +$93.4K 0.08% 164
2024
Q3 		$434K Hold
1,528
– – 0.06% 180
2024
Q2 		$410K Sell
1,528
-10
-0.7% -$2.59K 0.06% 190
2024
Q1 		$400K Hold
1,538
– – 0.06% 204
2023
Q4 		$365K Buy
+1,538
New +$340K 0.06% 201

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

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

Keebeck Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7% in Q2 2026, buying an estimated $44K and bringing the position to 1,869 shares worth $692K. The position accounts for 0.07% of the portfolio, ranked #203.

Keebeck Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Keebeck Wealth Management held 1,869 shares of Vanguard Morningstar Total Stock Market ETF worth $692K as of Q2 2026.
  • Keebeck Wealth Management bought 123 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $44K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Keebeck Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Keebeck Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Keebeck Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.