Kiley Juergens Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kiley Juergens 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	$3.78M	Sell	10,210 -179	-2%	-$64K	0.59%	33
2026 Q1	$3.33M	Sell	10,389 -55	-0.5%	-$18.5K	0.59%	32
2025 Q4	$3.5M	Sell	10,444 -295	-3%	-$98.1K	0.76%	29
2025 Q3	$3.52M	Sell	10,739 -1,444	-12%	-$456K	0.78%	28
2025 Q2	$3.7M	Buy	12,183 +1,491	+14%	+$419K	0.85%	27
2025 Q1	$2.94M	Buy	10,692 +291	+3%	+$84.5K	0.78%	29
2024 Q4	$3.01M	Sell	10,401 -227	-2%	-$66.2K	0.76%	30
2024 Q3	$3.01M	Sell	10,628 -223	-2%	-$60.8K	0.78%	28
2024 Q2	$2.9M	Buy	+10,851	New	+$2.81M	0.81%	29
2018 Q4	–	Sell	-2,127	Closed	-$318K	–	644
2018 Q3	$318K	Buy	2,127 +234	+12%	+$34.4K	0.24%	72
2018 Q2	$265K	Hold	1,893	–	–	0.24%	68
2018 Q1	$256K	Buy	1,893 +183	+11%	+$25.7K	0.28%	67
2017 Q4	$234K	Buy	+1,710	New	+$229K	0.21%	73

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

Kiley Juergens Wealth Management's VTI Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q2 2026, selling an estimated $64K and leaving 10,210 shares worth $3.78M. The position accounts for 0.59% of the portfolio, ranked #33.

Kiley Juergens Wealth Management first reported a position in VTI in Q4 2017 and has held it in 13 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kiley Juergens Wealth Management held 10,210 shares of Vanguard Morningstar Total Stock Market ETF worth $3.78M as of Q2 2026.
Kiley Juergens Wealth Management sold 179 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64K.
Vanguard Morningstar Total Stock Market ETF made up 0.59% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #33 holding.
Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 13 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.