KWM
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Keebeck Wealth Management’s Vanguard 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
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 $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Keebeck Wealth Management's VTI Position: Q1 2026 in Review

Keebeck Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 1,746 shares worth $560K. The position accounts for 0.06% of the portfolio, ranked #221.

Keebeck Wealth Management first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $586K in Q4 2025. 3,551 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Keebeck Wealth Management held 1,746 shares of Vanguard Total Stock Market ETF worth $560K as of Q1 2026.
  • Keebeck Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.06% of Keebeck Wealth Management's portfolio in Q1 2026, its #221 holding.
  • Keebeck Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • Keebeck Wealth Management's Vanguard Total Stock Market ETF position peaked at $586K in Q4 2025.
  • 3,551 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Keebeck Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.