KCFA
VTI icon

Key Client Fiduciary Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Key Client Fiduciary Advisors’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 		$1.12M Sell
3,026
-473
-14% -$169K 0.32% 64
2026
Q1 		$1.12M Sell
3,499
-65
-2% -$21.8K 0.38% 59
2025
Q4 		$1.2M Sell
3,564
-365
-9% -$121K 0.41% 58
2025
Q3 		$1.29M Sell
3,929
-24
-0.6% -$7.58K 0.43% 52
2025
Q2 		$1.2M Buy
3,953
+83
+2% +$23.3K 0.49% 48
2025
Q1 		$1.06M Sell
3,870
-75
-2% -$21.8K 0.48% 53
2024
Q4 		$1.14M Buy
3,945
+101
+3% +$29.5K 0.5% 48
2024
Q3 		$1.09M Sell
3,844
-381
-9% -$104K 0.49% 50
2024
Q2 		$1.13M Sell
4,225
-6
-0.1% -$1.55K 0.56% 43
2024
Q1 		$1.1M Sell
4,231
-72
-2% -$17.8K 0.58% 40
2023
Q4 		$1.02M Sell
4,303
-233
-5% -$51.5K 0.59% 36
2023
Q3 		$964K Buy
4,536
+34
+0.8% +$7.53K 0.59% 39
2023
Q2 		$992K Sell
4,502
-189
-4% -$39.4K 0.58% 40
2023
Q1 		$957K Buy
4,691
+108
+2% +$21.6K 0.6% 37
2022
Q4 		$876K Sell
4,583
-720
-14% -$139K 0.59% 40
2022
Q3 		$952K Buy
5,303
+50
+1% +$9.96K 0.86% 29
2022
Q2 		$991K Buy
5,253
+427
+9% +$87.7K 0.97% 24
2022
Q1 		$1.1M Buy
4,826
+259
+6% +$58.2K 0.87% 30
2021
Q4 		$1.1M Buy
+4,567
New +$1.08M 0.91% 31

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B 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
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return