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Kendall Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kendall Capital 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 		$5.44M Buy
14,711
+379
+3% +$136K 0.91% 27
2026
Q1 		$4.6M Buy
14,332
+81
+0.6% +$27.2K 0.94% 25
2025
Q4 		$4.78M Sell
14,251
-206
-1% -$68.5K 1% 25
2025
Q3 		$4.74M Sell
14,457
-42
-0.3% -$13.3K 1.07% 22
2025
Q2 		$4.41M Buy
14,499
+251
+2% +$70.6K 1.17% 21
2025
Q1 		$3.92M Buy
14,248
+178
+1% +$51.7K 1.15% 21
2024
Q4 		$4.08M Buy
14,070
+347
+3% +$101K 1.19% 22
2024
Q3 		$3.89M Sell
13,723
-356
-3% -$97.1K 1.2% 21
2024
Q2 		$3.77M Sell
14,079
-47
-0.3% -$12.2K 1.26% 21
2024
Q1 		$3.67M Sell
14,126
-131
-0.9% -$32.4K 1.26% 17
2023
Q4 		$3.38M Buy
14,257
+958
+7% +$212K 1.31% 14
2023
Q3 		$2.83M Buy
13,299
+4,222
+47% +$935K 1.25% 16
2023
Q2 		$2M Buy
9,077
+1,207
+15% +$252K 0.88% 28
2023
Q1 		$1.61M Sell
7,870
-669
-8% -$134K 0.77% 37
2022
Q4 		$1.63M Buy
8,539
+2,228
+35% +$429K 0.83% 33
2022
Q3 		$1.13M Buy
6,311
+762
+14% +$152K 0.66% 50
2022
Q2 		$1.05M Buy
5,549
+599
+12% +$123K 0.58% 53
2022
Q1 		$1.13M Buy
4,950
+747
+18% +$168K 0.54% 60
2021
Q4 		$1.01M Buy
4,203
+729
+21% +$172K 0.48% 71
2021
Q3 		$772K Buy
3,474
+211
+6% +$48.1K 0.42% 78
2021
Q2 		$727K Buy
3,263
+67
+2% +$14.5K 0.41% 75
2021
Q1 		$661K Buy
3,196
+744
+30% +$151K 0.41% 73
2020
Q4 		$477K Buy
2,452
+399
+19% +$72.9K 0.35% 82
2020
Q3 		$350K Buy
2,053
+106
+5% +$17.8K 0.3% 85
2020
Q2 		$305K Buy
+1,947
New +$287K 0.29% 91

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

Kendall Capital Management's VTI Position: Q2 2026 in Review

Kendall Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q2 2026, buying an estimated $136K and bringing the position to 14,711 shares worth $5.44M. The position accounts for 0.91% of the portfolio, ranked #27.

Kendall Capital Management first reported a position in VTI in Q2 2020 and has held it in 25 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kendall Capital Management held 14,711 shares of Vanguard Morningstar Total Stock Market ETF worth $5.44M as of Q2 2026.
  • Kendall Capital Management bought 379 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $136K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.91% of Kendall Capital Management's portfolio in Q2 2026, its #27 holding.
  • Kendall Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2020 and has held it in 25 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kendall Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.