KP
VTI icon

Keel Point’s Vanguard 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
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 $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

Keel Point's VTI Position: Q1 2026 in Review

Keel Point increased its Vanguard Total Stock Market ETF (VTI) stake by 2.9% in Q1 2026, buying an estimated $140K and bringing the position to 14,667 shares worth $4.71M. The position accounts for 0.31% of the portfolio, ranked #49.

Keel Point first reported a position in VTI in Q1 2015 and has held it in 21 quarters since. The position peaked at $4.78M in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Keel Point held 14,667 shares of Vanguard Total Stock Market ETF worth $4.71M as of Q1 2026.
  • Keel Point bought 418 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $140K.
  • Vanguard Total Stock Market ETF made up 0.31% of Keel Point's portfolio in Q1 2026, its #49 holding.
  • Keel Point first reported a position in Vanguard Total Stock Market ETF in Q1 2015 and has held it in 21 quarters since.
  • Keel Point's Vanguard Total Stock Market ETF position peaked at $4.78M in Q4 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Keel Point's 13F filing for Q1 2026, filed 1 Jun 2026.