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Kemper’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kemper’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
2022
Q1 		– Sell
-58,179
Closed -$14M – 17
2021
Q4 		$14M Sell
58,179
-34,915
-38% -$8.24M 2.99% 5
2021
Q3 		$20.7M Hold
93,094
– – 3.44% 6
2021
Q2 		$20.7M Sell
93,094
-1,707
-2% -$370K 3.49% 5
2021
Q1 		$19.6M Hold
94,801
– – 3.57% 5
2020
Q4 		$18.5M Hold
94,801
– – 3.51% 5
2020
Q3 		$16.1M Sell
94,801
-31,648
-25% -$5.32M 3.5% 5
2020
Q2 		$19.8M Hold
126,449
– – 4.2% 5
2020
Q1 		$18.4M Hold
126,449
– – 4.19% 5
2019
Q4 		$20.7M Sell
126,449
-306,844
-71% -$48.1M 3.36% 8
2019
Q3 		$65.4M Hold
433,293
– – 9.55% 4
2019
Q2 		$65M Hold
433,293
– – 9.57% 4
2019
Q1 		$62.7M Hold
433,293
– – 9.48% 5
2018
Q4 		$55.3M Hold
433,293
– – 12.81% 3
2018
Q3 		$64.8M Buy
433,293
+306,844
+243% +$45.2M 11.75% 3
2018
Q2 		$17.8M Hold
126,449
– – 7.99% 3
2018
Q1 		$17.2M Hold
126,449
– – 6.93% 3
2017
Q4 		$17.4M Sell
126,449
-170,261
-57% -$22.8M 7.63% 3
2017
Q3 		$38.4M Hold
296,710
– – 18.04% 2
2017
Q2 		$36.9M Sell
296,710
-61,007
-17% -$7.52M 17.93% 2
2017
Q1 		$43.4M Sell
357,717
-278,591
-44% -$33.4M 22.08% 2
2016
Q4 		$73.4M Sell
636,308
-109,914
-15% -$12.4M 42.79% 1
2016
Q3 		$83.1M Hold
746,222
– – 49.55% 1
2016
Q2 		$80M Hold
746,222
– – 46.03% 1
2016
Q1 		$78.2M Hold
746,222
– – 41.53% 1
2015
Q4 		$77.8M Hold
746,222
– – 37.38% 1
2015
Q3 		$73.7M Sell
746,222
-83,500
-10% -$8.77M 33.89% 1
2015
Q2 		$88.8M Buy
829,722
+166,831
+25% +$18.2M 36.25% 1
2015
Q1 		$71.1M Hold
662,891
– – 22.22% 1
2014
Q4 		$70.3M Buy
+662,891
New +$68.6M 21.53% 1

Other funds holding VTI

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MPM
MBB Public Markets Chicago, Illinois $839M AUM 20.48% 1-Year Est. Return

Kemper's VTI Position: Q1 2022 in Review

Kemper sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2022, closing a stake of 58,179 shares — an estimated $14M sold.

Kemper first reported a position in VTI in Q4 2014 and held it in 29 quarters. The position peaked at $88.8M in Q2 2015. 2,225 funds tracked by Wall St. Rank hold VTI as of Q1 2022.

  • Kemper reported no remaining Vanguard Total Stock Market ETF position as of Q1 2022 after selling out during the quarter.
  • Kemper sold 58,179 Vanguard Total Stock Market ETF shares in Q1 2022, an estimated $14M.
  • Kemper first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and held it in 29 quarters.
  • Kemper's Vanguard Total Stock Market ETF position peaked at $88.8M in Q2 2015.
  • 2,225 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2022.

Based on Kemper's 13F filing for Q1 2022, filed 13 May 2022.