KWA
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Kellett Wealth Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kellett Wealth Advisors’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 		$495K Hold
1,339
– – 0.23% 52
2026
Q1 		$430K Hold
1,339
– – 0.23% 49
2025
Q4 		$449K Hold
1,339
– – 0.26% 45
2025
Q3 		$439K Hold
1,339
– – 0.27% 44
2025
Q2 		$407K Sell
1,339
-23
-2% -$6.47K 0.27% 41
2025
Q1 		$374K Hold
1,362
– – 0.26% 43
2024
Q4 		$395K Hold
1,362
– – 0.27% 39
2024
Q3 		$386K Buy
+1,362
New +$371K 0.28% 40

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Kellett Wealth Advisors's VTI Position: Q2 2026 in Review

Kellett Wealth Advisors held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,339 shares worth $495K. The position accounts for 0.23% of the portfolio, ranked #52.

Kellett Wealth Advisors first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 1,526 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kellett Wealth Advisors held 1,339 shares of Vanguard Total Stock Market ETF worth $495K as of Q2 2026.
  • Kellett Wealth Advisors left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.23% of Kellett Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Kellett Wealth Advisors first reported a position in Vanguard Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,526 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.