KFA Private Wealth Group
VTI icon

KFA Private Wealth Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

KFA Private Wealth 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
Q3 		$3.21M Buy
8,571
+216
+3% +$81K 0.75% 26
2026
Q2 		$3.09M Buy
8,355
+712
+9% +$255K 0.74% 25
2026
Q1 		$2.45M Buy
7,643
+279
+4% +$93.6K 0.59% 26
2025
Q4 		$2.47M Buy
7,364
+815
+12% +$271K 0.6% 26
2025
Q3 		$2.15M Sell
6,549
-1,162
-15% -$367K 0.61% 26
2025
Q2 		$2.34M Buy
7,711
+23
+0.3% +$6.47K 0.73% 26
2025
Q1 		$2.11M Buy
7,688
+1,175
+18% +$341K 0.74% 24
2024
Q4 		$1.89M Buy
6,513
+65
+1% +$19K 0.79% 26
2024
Q3 		$1.83M Sell
6,448
-699
-10% -$191K 0.87% 26
2024
Q2 		$1.91M Sell
7,147
-684
-9% -$177K 0.99% 25
2024
Q1 		$2.04M Buy
7,831
+989
+14% +$245K 0.63% 27
2023
Q4 		$1.62M Sell
6,842
-562
-8% -$124K 0.58% 26
2023
Q3 		$1.57M Sell
7,404
-331
-4% -$73.3K 0.65% 23
2023
Q2 		$1.7M Buy
7,735
+8
+0.1% +$1.67K 0.71% 22
2023
Q1 		$1.58M Buy
7,727
+1,622
+27% +$325K 0.72% 21
2022
Q4 		$1.17M Sell
6,105
-72
-1% -$13.9K 0.6% 24
2022
Q3 		$1.11M Buy
6,177
+303
+5% +$60.4K 0.59% 24
2022
Q2 		$1.11M Buy
5,874
+2,690
+84% +$553K 0.61% 24
2022
Q1 		$725K Sell
3,184
-10
-0.3% -$2.25K 0.36% 35
2021
Q4 		$771K Buy
3,194
+23
+0.7% +$5.43K 0.38% 31
2021
Q3 		$704K Buy
3,171
+47
+2% +$10.7K 0.39% 33
2021
Q2 		$696K Buy
3,124
+49
+2% +$10.6K 0.38% 33
2021
Q1 		$636K Buy
3,075
+293
+11% +$59.3K 0.37% 33
2020
Q4 		$542K Buy
2,782
+3
+0.1% +$548 0.34% 34
2020
Q3 		$473K Buy
+2,779
New +$467K 0.35% 33
2020
Q2 		– Sell
-2,641
Closed -$340K – 56
2020
Q1 		$340K Buy
2,641
+1,182
+81% +$183K 0.4% 34
2019
Q4 		$239K Buy
+1,459
New +$229K 0.22% 46

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

KFA Private Wealth Group's VTI Position: Q3 2026 in Review

KFA Private Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.6% in Q3 2026, buying an estimated $81K and bringing the position to 8,571 shares worth $3.21M. The position accounts for 0.75% of the portfolio, ranked #26.

KFA Private Wealth Group first reported a position in VTI in Q4 2019 and has held it in 27 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • KFA Private Wealth Group held 8,571 shares of Vanguard Morningstar Total Stock Market ETF worth $3.21M as of Q3 2026.
  • KFA Private Wealth Group bought 216 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $81K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.75% of KFA Private Wealth Group's portfolio in Q3 2026, its #26 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.