KOMWMG
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Kerntke Otto McGlone Wealth Management Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kerntke Otto McGlone Wealth Management 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 		$33.4M Buy
90,206
+35
+0% +$12.5K 20.17% 1
2026
Q1 		$28.9M Buy
90,171
+4,010
+5% +$1.35M 19.72% 1
2025
Q4 		$28.9M Buy
86,161
+1,973
+2% +$656K 20.44% 1
2025
Q3 		$27.6M Sell
84,188
-554
-0.7% -$175K 20.88% 1
2025
Q2 		$25.8M Buy
84,742
+9,511
+13% +$2.68M 20.41% 1
2025
Q1 		$20.7M Buy
75,231
+70,696
+1,559% +$20.5M 18.06% 1
2024
Q4 		$1.31M Sell
4,535
-3,861
-46% -$1.13M 0.97% 19
2024
Q3 		$2.38M Sell
8,396
-2,670
-24% -$728K 1.98% 12
2024
Q2 		$2.96M Sell
11,066
-3,321
-23% -$860K 2.77% 11
2024
Q1 		$3.74M Buy
14,387
+138
+1% +$34.1K 3.68% 7
2023
Q4 		$3.38M Buy
14,249
+640
+5% +$141K 3.37% 11
2023
Q3 		$2.89M Sell
13,609
-3,449
-20% -$763K 2.98% 11
2023
Q2 		$3.76M Sell
17,058
-244
-1% -$50.9K 3.68% 7
2023
Q1 		$3.53M Buy
17,302
+8
+0% +$1.6K 3.63% 8
2022
Q4 		$3.31M Sell
17,294
-5,528
-24% -$1.07M 3.8% 8
2022
Q3 		$4.1M Sell
22,822
-1,949
-8% -$388K 6.17% 5
2022
Q2 		$4.67M Buy
+24,771
New +$5.09M 6.97% 4
2021
Q3 		– Sell
-6,810
Closed -$1.52M – 128
2021
Q2 		$1.52M Sell
6,810
-154
-2% -$33.4K 0.61% 32
2021
Q1 		$1.44M Buy
6,964
+2
+0% +$405 0.76% 32
2020
Q4 		$1.35M Buy
6,962
+47
+0.7% +$8.59K 0.8% 32
2020
Q3 		$1.18M Buy
6,915
+31
+0.5% +$5.21K 0.86% 30
2020
Q2 		$1.08M Buy
6,884
+65
+1% +$9.59K 0.98% 25
2020
Q1 		$879K Sell
6,819
-83
-1% -$12.8K 0.98% 26
2019
Q4 		$1.13M Buy
+6,902
New +$1.08M 0.95% 26

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
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Kerntke Otto McGlone Wealth Management Group's VTI Position: Q2 2026 in Review

Kerntke Otto McGlone Wealth Management Group increased its Vanguard Total Stock Market ETF (VTI) stake by 0.04% in Q2 2026, buying an estimated $12.5K and bringing the position to 90,206 shares worth $33.4M. The position accounts for 20.17% of the portfolio, ranked #1.

Kerntke Otto McGlone Wealth Management Group first reported a position in VTI in Q4 2019 and has held it in 24 quarters since. 1,450 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kerntke Otto McGlone Wealth Management Group held 90,206 shares of Vanguard Total Stock Market ETF worth $33.4M as of Q2 2026.
  • Kerntke Otto McGlone Wealth Management Group bought 35 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $12.5K.
  • Vanguard Total Stock Market ETF made up 20.17% of Kerntke Otto McGlone Wealth Management Group's portfolio in Q2 2026, its #1 holding.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,450 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q2 2026, filed 23 Jul 2026.