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Keyes Stange & Wooten Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Keyes Stange & Wooten Wealth 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
Q2 		$7.55M Sell
20,412
-883
-4% -$316K 3.01% 10
2026
Q1 		$6.83M Buy
21,295
+129
+0.6% +$43.3K 3.05% 10
2025
Q4 		$7.1M Sell
21,166
-1,276
-6% -$424K 3.36% 10
2025
Q3 		$7.36M Sell
22,442
-308
-1% -$97.3K 3.57% 10
2025
Q2 		$6.91M Sell
22,750
-1,023
-4% -$288K 3.59% 10
2025
Q1 		$6.53M Sell
23,773
-358
-1% -$104K 3.71% 10
2024
Q4 		$6.99M Sell
24,131
-654
-3% -$191K 4.12% 10
2024
Q3 		$7.02M Sell
24,785
-175
-0.7% -$47.7K 4.16% 10
2024
Q2 		$6.68M Sell
24,960
-605
-2% -$157K 4.65% 9
2024
Q1 		$6.64M Sell
25,565
-592
-2% -$146K 5.85% 7
2023
Q4 		$6.2M Buy
+26,157
New +$5.78M 6.59% 6

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 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 $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Keyes Stange & Wooten Wealth Management's VTI Position: Q2 2026 in Review

Keyes Stange & Wooten Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.1% in Q2 2026, selling an estimated $316K and leaving 20,412 shares worth $7.55M. The position accounts for 3.01% of the portfolio, ranked #10.

Keyes Stange & Wooten Wealth Management first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 1,882 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Keyes Stange & Wooten Wealth Management held 20,412 shares of Vanguard Morningstar Total Stock Market ETF worth $7.55M as of Q2 2026.
  • Keyes Stange & Wooten Wealth Management sold 883 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $316K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.01% of Keyes Stange & Wooten Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Keyes Stange & Wooten Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Keyes Stange & Wooten Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.