KNFPWM
VTI icon

Keeler & Nadler Financial Planning & Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Keeler & Nadler Financial Planning & 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 		$370K Buy
1,001
+184
+23% +$65.8K 0.11% 64
2026
Q1 		$262K Buy
817
+1
+0.1% +$336 0.09% 75
2025
Q4 		$274K Buy
816
+2
+0.2% +$665 0.09% 67
2025
Q3 		$267K Buy
+814
New +$257K 0.1% 68

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

Keeler & Nadler Financial Planning & Wealth Management's VTI Position: Q2 2026 in Review

Keeler & Nadler Financial Planning & Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, buying an estimated $65.8K and bringing the position to 1,001 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #64.

Keeler & Nadler Financial Planning & Wealth Management first reported a position in VTI in Q3 2025 and has held it in 4 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Keeler & Nadler Financial Planning & Wealth Management held 1,001 shares of Vanguard Morningstar Total Stock Market ETF worth $370K as of Q2 2026.
  • Keeler & Nadler Financial Planning & Wealth Management bought 184 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $65.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Keeler & Nadler Financial Planning & Wealth Management's portfolio in Q2 2026, its #64 holding.
  • Keeler & Nadler Financial Planning & Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 4 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Keeler & Nadler Financial Planning & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.