Kings Path Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kings Path Partners’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	$42M	Sell	112,098 -1,906	-2%	-$714K	11.04%	1
2026 Q2	$42.2M	Buy	114,004 +19,927	+21%	+$7.13M	11.23%	1
2026 Q1	$30.2M	Buy	94,077 +109	+0.1%	+$36.6K	10.38%	1
2025 Q4	$31.5M	Buy	93,968 +1,340	+1%	+$446K	11.04%	1
2025 Q3	$30.4M	Buy	92,628 +5,544	+6%	+$1.75M	11.2%	1
2025 Q2	$26.5M	Buy	87,084 +11,874	+16%	+$3.34M	10.66%	1
2025 Q1	$20.7M	Buy	75,210 +6,348	+9%	+$1.84M	10.11%	1
2024 Q4	$20M	Sell	68,862 -3,637	-5%	-$1.06M	8.52%	1
2024 Q3	$20.5M	Buy	72,499 +4,674	+7%	+$1.27M	8.61%	1
2024 Q2	$18.1M	Buy	+67,825	New	+$17.6M	8.55%	1

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Kings Path Partners's VTI Position: Q3 2026 in Review

Kings Path Partners reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.7% in Q3 2026, selling an estimated $714K and leaving 112,098 shares worth $42M. The position accounts for 11.04% of the portfolio, ranked #1.

Kings Path Partners first reported a position in VTI in Q2 2024 and has held it in 10 quarters since. The position peaked at $42.2M in Q2 2026. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Kings Path Partners held 112,098 shares of Vanguard Morningstar Total Stock Market ETF worth $42M as of Q3 2026.
Kings Path Partners sold 1,906 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $714K.
Vanguard Morningstar Total Stock Market ETF made up 11.04% of Kings Path Partners's portfolio in Q3 2026, its #1 holding.
Kings Path Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
Kings Path Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $42.2M in Q2 2026.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Kings Path Partners's 13F filing for Q3 2026, filed 21 Oct 2026.