King Wealth Management Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

King Wealth Management 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 Q1	$1.39M	Buy	4,343 +14	+0.3%	+$4.7K	0.17%	55
2025 Q4	$1.45M	Sell	4,329 -2	-0%	-$665	0.17%	52
2025 Q3	$1.42M	Sell	4,331 -575	-12%	-$182K	0.18%	52
2025 Q2	$1.49M	Sell	4,906 -69	-1%	-$19.4K	0.2%	48
2025 Q1	$1.37M	Sell	4,975 -46	-0.9%	-$13.4K	0.21%	52
2024 Q4	$1.46M	Hold	5,021	–	–	0.21%	50
2024 Q3	$1.42M	Sell	5,021 -377	-7%	-$103K	0.22%	51
2024 Q2	$1.44M	Hold	5,398	–	–	0.24%	48
2024 Q1	$1.4M	Hold	5,398	–	–	0.25%	48
2023 Q4	$1.28M	Sell	5,398 -2	-0%	-$442	0.25%	50
2023 Q3	$1.15M	Hold	5,400	–	–	0.24%	50
2023 Q2	$1.19M	Hold	5,400	–	–	0.24%	51
2023 Q1	$1.1M	Hold	5,400	–	–	0.24%	54
2022 Q4	$1.03M	Hold	5,400	–	–	0.25%	55
2022 Q3	$969K	Hold	5,400	–	–	0.25%	56
2022 Q2	$1.02M	Sell	5,400 -160	-3%	-$32.9K	0.24%	54
2022 Q1	$1.27M	Hold	5,560	–	–	0.25%	54
2021 Q4	$1.34M	Hold	5,560	–	–	0.25%	55
2021 Q3	$1.24M	Sell	5,560 -2	-0%	-$456	0.25%	55
2021 Q2	$1.24M	Buy	5,562 +28	+0.5%	+$6.08K	0.25%	57
2021 Q1	$1.14M	Hold	5,534	–	–	0.26%	59
2020 Q4	$1.08M	Buy	5,534 +48	+0.9%	+$8.77K	0.25%	61
2020 Q3	$934K	Hold	5,486	–	–	0.24%	59
2020 Q2	$859K	Sell	5,486 -1,640	-23%	-$242K	0.25%	60
2020 Q1	$919K	Sell	7,126 -1,470	-17%	-$227K	0.4%	41
2019 Q4	$1.41M	Buy	8,596 +36	+0.4%	+$5.64K	0.37%	39
2019 Q3	$1.29M	Sell	8,560 -183	-2%	-$27.6K	0.37%	42
2019 Q2	$1.31M	Hold	8,743	–	–	0.39%	38
2019 Q1	$1.26M	Buy	8,743 +122	+1%	+$17K	0.4%	41
2018 Q4	$1.1M	Sell	8,621 -117	-1%	-$16.2K	0.4%	41
2018 Q3	$1.31M	Sell	8,738 -125	-1%	-$18.4K	0.41%	42
2018 Q2	$1.25M	Hold	8,863	–	–	0.43%	42
2018 Q1	$1.2M	Buy	8,863 +1,570	+22%	+$220K	0.43%	44
2017 Q4	$1M	Buy	7,293 +820	+13%	+$110K	0.35%	45
2017 Q3	$839K	Buy	6,473 +94	+1%	+$11.9K	0.31%	49
2017 Q2	$794K	Hold	6,379	–	–	0.32%	52
2017 Q1	$774K	Buy	6,379 +402	+7%	+$48.1K	0.32%	52
2016 Q4	$689K	Sell	5,977 -5	-0.1%	-$562	0.31%	49
2016 Q3	$666K	Hold	5,982	–	–	0.33%	50
2016 Q2	$641K	Sell	5,982 -175	-3%	-$18.5K	0.34%	49
2016 Q1	$645K	Sell	6,157 -48	-0.8%	-$4.76K	0.35%	50
2015 Q4	$647K	Hold	6,205	–	–	0.36%	54
2015 Q3	$613K	Hold	6,205	–	–	0.38%	49
2015 Q2	$664K	Buy	6,205 +23	+0.4%	+$2.51K	0.36%	52
2015 Q1	$663K	Sell	6,182 -1,972	-24%	-$211K	0.38%	48
2014 Q4	$864K	Buy	8,154 +1,358	+20%	+$141K	0.46%	50
2014 Q3	$688K	Buy	6,796 +335	+5%	+$34.2K	0.43%	50
2014 Q2	$657K	Buy	6,461 +566	+10%	+$55.8K	0.4%	54
2014 Q1	$575K	Sell	5,895 -740	-11%	-$70.9K	0.4%	49
2013 Q4	$636K	Buy	6,635 +2,500	+60%	+$230K	0.36%	63
2013 Q3	$362K	Buy	4,135 +10	+0.2%	+$869	0.24%	75
2013 Q2	$341K	Buy	+4,125	New	+$342K	0.24%	77

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

King Wealth Management Group's VTI Position: Q1 2026 in Review

King Wealth Management Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.32% in Q1 2026, buying an estimated $4.7K and bringing the position to 4,343 shares worth $1.39M. The position accounts for 0.17% of the portfolio, ranked #55.

King Wealth Management Group first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.49M in Q2 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

King Wealth Management Group held 4,343 shares of Vanguard Morningstar Total Stock Market ETF worth $1.39M as of Q1 2026.
King Wealth Management Group bought 14 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $4.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.17% of King Wealth Management Group's portfolio in Q1 2026, its #55 holding.
King Wealth Management Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
King Wealth Management Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.49M in Q2 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.