Kingsbury Capital Investment Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kingsbury Capital Investment Advisors’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	$368K	Buy	993 +1	+0.1%	+$358	0.31%	73
2026 Q1	$318K	Buy	+992	New	+$333K	0.3%	74
2022 Q3	$450K	Sell	2,509 -3	-0.1%	-$598	0.69%	32
2022 Q2	$474K	Sell	2,512 -10	-0.4%	-$2.06K	0.65%	35
2022 Q1	$574K	Buy	+2,522	New	+$567K	0.63%	33

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

Kingsbury Capital Investment Advisors's VTI Position: Q2 2026 in Review

Kingsbury Capital Investment Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.1% in Q2 2026, buying an estimated $358 and bringing the position to 993 shares worth $368K. The position accounts for 0.31% of the portfolio, ranked #73.

Kingsbury Capital Investment Advisors first reported a position in VTI in Q1 2022 and has held it in 5 quarters since. The position peaked at $574K in Q1 2022. 3,694 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kingsbury Capital Investment Advisors held 993 shares of Vanguard Morningstar Total Stock Market ETF worth $368K as of Q2 2026.
Kingsbury Capital Investment Advisors bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of Kingsbury Capital Investment Advisors's portfolio in Q2 2026, its #73 holding.
Kingsbury Capital Investment Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 5 quarters since.
Kingsbury Capital Investment Advisors's Vanguard Morningstar Total Stock Market ETF position peaked at $574K in Q1 2022.
3,694 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q2 2026, filed 25 Aug 2026.