Keel Point’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Keel Point’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	$5.82M	Buy	15,716 +1,049	+7%	+$375K	0.34%	48
2026 Q1	$4.71M	Buy	14,667 +418	+3%	+$140K	0.31%	49
2025 Q4	$4.78M	Buy	14,249 +1,404	+11%	+$467K	0.29%	54
2025 Q3	$4.22M	Buy	12,845 +18	+0.1%	+$5.69K	0.26%	68
2025 Q2	$3.9M	Sell	12,827 -236	-2%	-$66.4K	0.26%	72
2025 Q1	$3.59M	Sell	13,063 -406	-3%	-$118K	0.28%	72
2024 Q4	$3.9M	Buy	13,469 +557	+4%	+$163K	0.31%	62
2024 Q3	$3.66M	Buy	12,912 +1,546	+14%	+$422K	0.3%	63
2024 Q2	$3.04M	Sell	11,366 -991	-8%	-$256K	0.27%	67
2024 Q1	$3.21M	Sell	12,357 -75	-0.6%	-$18.6K	0.33%	62
2023 Q4	$2.95M	Buy	12,432 +156	+1%	+$34.5K	0.35%	56
2023 Q3	$2.61M	Sell	12,276 -4,855	-28%	-$1.07M	0.36%	58
2023 Q2	$3.77M	Buy	17,131 +120	+0.7%	+$25K	0.5%	43
2023 Q1	$3.47M	Sell	17,011 -2,438	-13%	-$488K	0.5%	49
2022 Q4	$3.72M	Buy	+19,449	New	+$3.75M	0.58%	38
2022 Q3	–	Sell	-1,211	Closed	-$256K	–	271
2022 Q2	$256K	Buy	+1,211	New	+$249K	0.04%	217
2022 Q1	–	Sell	-860	Closed	-$208K	–	298
2021 Q4	$208K	Buy	+860	New	+$203K	0.02%	252
2016 Q2	–	Sell	-1,938	Closed	-$203K	–	138
2016 Q1	$203K	Sell	1,938 -486	-20%	-$48.2K	0.1%	119
2015 Q4	$253K	Sell	2,424 -3,466	-59%	-$365K	0.14%	106
2015 Q3	$581K	Buy	5,890 +373	+7%	+$39.2K	0.32%	49
2015 Q2	$607K	Buy	5,517 +2,757	+100%	+$301K	0.29%	52
2015 Q1	$296K	Buy	+2,760	New	+$295K	0.15%	76

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

Keel Point's VTI Position: Q2 2026 in Review

Keel Point increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.2% in Q2 2026, buying an estimated $375K and bringing the position to 15,716 shares worth $5.82M. The position accounts for 0.34% of the portfolio, ranked #48.

Keel Point first reported a position in VTI in Q1 2015 and has held it in 22 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Keel Point held 15,716 shares of Vanguard Morningstar Total Stock Market ETF worth $5.82M as of Q2 2026.
Keel Point bought 1,049 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $375K.
Vanguard Morningstar Total Stock Market ETF made up 0.34% of Keel Point's portfolio in Q2 2026, its #48 holding.
Keel Point first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2015 and has held it in 22 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.