Kennedy Investment Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kennedy Investment Group’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	$362K	Sell	979 -21	-2%	-$7.51K	0.12%	111
2026 Q1	$321K	Sell	1,000 -3	-0.3%	-$1.01K	0.13%	111
2025 Q4	$336K	Buy	1,003 +283	+39%	+$94.1K	0.13%	109
2025 Q3	$236K	Buy	720 +2	+0.3%	+$632	0.09%	126
2025 Q2	$218K	Buy	+718	New	+$202K	0.09%	124
2025 Q1	–	Sell	-766	Closed	-$222K	–	132
2024 Q4	$222K	Buy	766 +3	+0.4%	+$875	0.1%	115
2024 Q3	$216K	Sell	763 -41	-5%	-$11.2K	0.1%	117
2024 Q2	$215K	Sell	804 -14	-2%	-$3.62K	0.11%	112
2024 Q1	$213K	Buy	+818	New	+$202K	0.11%	114

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kennedy Investment Group's VTI Position: Q2 2026 in Review

Kennedy Investment Group reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, selling an estimated $7.51K and leaving 979 shares worth $362K. The position accounts for 0.12% of the portfolio, ranked #111.

Kennedy Investment Group first reported a position in VTI in Q1 2024 and has held it in 9 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kennedy Investment Group held 979 shares of Vanguard Morningstar Total Stock Market ETF worth $362K as of Q2 2026.
Kennedy Investment Group sold 21 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.51K.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Kennedy Investment Group's portfolio in Q2 2026, its #111 holding.
Kennedy Investment Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and has held it in 9 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.