Key Client Fiduciary Advisors’s Vanguard Morningstar 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

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

Key Client Fiduciary Advisors's VTI Position: Q2 2026 in Review

Key Client Fiduciary Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, selling an estimated $169K and leaving 3,026 shares worth $1.12M. The position accounts for 0.32% of the portfolio, ranked #64.

Key Client Fiduciary Advisors first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.29M in Q3 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Key Client Fiduciary Advisors held 3,026 shares of Vanguard Morningstar Total Stock Market ETF worth $1.12M as of Q2 2026.
Key Client Fiduciary Advisors sold 473 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $169K.
Vanguard Morningstar Total Stock Market ETF made up 0.32% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #64 holding.
Key Client Fiduciary Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
Key Client Fiduciary Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $1.29M in Q3 2025.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.