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

Key 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 Q3	$2.08M	Buy	5,549 +1,232	+29%	+$462K	0.76%	26
2026 Q2	$1.6M	Sell	4,317 -404	-9%	-$144K	0.82%	19
2026 Q1	$1.51M	Buy	4,721 +4,180	+773%	+$1.4M	1%	18
2025 Q4	$181K	Buy	+541	New	+$180K	0.18%	62

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Key Capital Management's VTI Position: Q3 2026 in Review

Key Capital Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 29% in Q3 2026, buying an estimated $462K and bringing the position to 5,549 shares worth $2.08M. The position accounts for 0.76% of the portfolio, ranked #26.

Key Capital Management first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Key Capital Management held 5,549 shares of Vanguard Morningstar Total Stock Market ETF worth $2.08M as of Q3 2026.
Key Capital Management bought 1,232 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $462K.
Vanguard Morningstar Total Stock Market ETF made up 0.76% of Key Capital Management's portfolio in Q3 2026, its #26 holding.
Key Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Key Capital Management's 13F filing for Q3 2026, filed 3 Nov 2026.