KPWG
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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
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

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KFA Private Wealth Group's VTI Position: Q2 2026 in Review

KFA Private Wealth Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 9.3% in Q2 2026, buying an estimated $255K and bringing the position to 8,355 shares worth $3.09M. The position accounts for 0.74% of the portfolio, ranked #25.

KFA Private Wealth Group first reported a position in VTI in Q4 2019 and has held it in 26 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • KFA Private Wealth Group held 8,355 shares of Vanguard Morningstar Total Stock Market ETF worth $3.09M as of Q2 2026.
  • KFA Private Wealth Group bought 712 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $255K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.74% of KFA Private Wealth Group's portfolio in Q2 2026, its #25 holding.
  • KFA Private Wealth Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 26 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.