KFS
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Kelly Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-342
Closed -$91.4K – 741
2024
Q2 		$91.4K Hold
342
– – 0.03% 164
2024
Q1 		$88.8K Buy
342
+2
+0.6% +$495 0.03% 160
2023
Q4 		$80.8K Buy
340
+199
+141% +$44K 0.03% 160
2023
Q3 		$29.9K Buy
141
+1
+0.7% +$221 0.01% 240
2023
Q2 		$30.9K Buy
140
+7
+5% +$1.46K 0.01% 243
2023
Q1 		$27.1K Buy
133
+1
+0.8% +$200 0.01% 250
2022
Q4 		$25.3K Hold
132
– – 0.01% 246
2022
Q3 		$23.6K Buy
+132
New +$26.3K 0.01% 238
2021
Q4 		– Sell
-218
Closed -$48.3K – 710
2021
Q3 		$48.3K Buy
+218
New +$49.7K 0.03% 165

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kelly Financial Services's VTI Position: Q3 2024 in Review

Kelly Financial Services sold out of Vanguard Total Stock Market ETF (VTI) in Q3 2024, closing a stake of 342 shares — an estimated $91.4K sold.

Kelly Financial Services first reported a position in VTI in Q3 2021 and held it in 9 quarters. The position peaked at $91.4K in Q2 2024. 2,846 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Kelly Financial Services reported no remaining Vanguard Total Stock Market ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 342 Vanguard Total Stock Market ETF shares in Q3 2024, an estimated $91.4K.
  • Kelly Financial Services first reported a position in Vanguard Total Stock Market ETF in Q3 2021 and held it in 9 quarters.
  • Kelly Financial Services's Vanguard Total Stock Market ETF position peaked at $91.4K in Q2 2024.
  • 2,846 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.