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Kingfisher Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kingfisher Capital’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
2024
Q3 		$2.57M Buy
9,066
+12
+0.1% +$3.27K 0.59% 56
2024
Q2 		$2.42M Hold
9,054
– – 0.57% 61
2024
Q1 		$2.35M Buy
9,054
+24
+0.3% +$5.94K 0.57% 64
2023
Q4 		$2.14M Buy
9,030
+29
+0.3% +$6.41K 0.56% 68
2023
Q3 		$1.91M Buy
9,001
+26
+0.3% +$5.75K 0.52% 69
2023
Q2 		$1.98M Buy
8,975
+26
+0.3% +$5.42K 0.52% 70
2023
Q1 		$1.83M Buy
8,949
+27
+0.3% +$5.41K 0.48% 72
2022
Q4 		$1.71M Buy
8,922
+33
+0.4% +$6.36K 0.45% 72
2022
Q3 		$1.59M Buy
8,889
+30
+0.3% +$5.98K 0.44% 73
2022
Q2 		$1.67M Buy
8,859
+26
+0.3% +$5.34K 0.48% 76
2022
Q1 		$2.01M Buy
8,833
+21
+0.2% +$4.72K 0.52% 74
2021
Q4 		$2.13M Buy
8,812
+23
+0.3% +$5.43K 0.49% 84
2021
Q3 		$1.95M Buy
8,789
+3,522
+67% +$803K 0.51% 76
2021
Q2 		$1.17M Buy
5,267
+9
+0.2% +$1.95K 0.3% 102
2021
Q1 		$1.09M Sell
5,258
-135
-3% -$27.3K 0.3% 104
2020
Q4 		$1.05M Sell
5,393
-66
-1% -$12.1K 0.32% 104
2020
Q3 		$930K Buy
5,459
+15
+0.3% +$2.52K 0.33% 102
2020
Q2 		$852K Buy
5,444
+3,609
+197% +$532K 0.38% 91
2020
Q1 		$237K Hold
1,835
– – 0.12% 133
2019
Q4 		$300K Buy
1,835
+10
+0.5% +$1.57K 0.14% 134
2019
Q3 		$276K Buy
1,825
+8
+0.4% +$1.21K 0.16% 120
2019
Q2 		$273K Buy
1,817
+7
+0.4% +$1.03K 0.17% 112
2019
Q1 		$262K Buy
+1,810
New +$253K 0.17% 113

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kingfisher Capital's VTI Position: Q3 2024 in Review

Kingfisher Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.13% in Q3 2024, buying an estimated $3.27K and bringing the position to 9,066 shares worth $2.57M. The position accounts for 0.59% of the portfolio, ranked #56.

Kingfisher Capital first reported a position in VTI in Q1 2019 and has held it in 23 quarters since. 2,851 funds tracked by Wall St. Rank hold VTI as of Q3 2024.

  • Kingfisher Capital held 9,066 shares of Vanguard Morningstar Total Stock Market ETF worth $2.57M as of Q3 2024.
  • Kingfisher Capital bought 12 Vanguard Morningstar Total Stock Market ETF shares in Q3 2024, an estimated $3.27K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.59% of Kingfisher Capital's portfolio in Q3 2024, its #56 holding.
  • Kingfisher Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2019 and has held it in 23 quarters since.
  • 2,851 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2024.

Based on Kingfisher Capital's 13F filing for Q3 2024, filed 14 Nov 2024.