KWM
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Kingsview Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kingsview 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 		$15.6M Sell
42,075
-1,832
-4% -$655K 0.19% 103
2026
Q1 		$14.1M Buy
43,907
+5,500
+14% +$1.85M 0.19% 103
2025
Q4 		$12.9M Buy
38,407
+6,107
+19% +$2.03M 0.19% 107
2025
Q3 		$10.6M Buy
32,300
+2,649
+9% +$837K 0.16% 119
2025
Q2 		$9.01M Buy
29,651
+1,657
+6% +$466K 0.15% 142
2025
Q1 		$7.69M Buy
27,994
+2,028
+8% +$589K 0.15% 155
2024
Q4 		$7.53M Sell
25,966
-13,681
-35% -$3.99M 0.15% 156
2024
Q3 		$11.2M Buy
39,647
+2,343
+6% +$639K 0.24% 79
2024
Q2 		$9.98M Buy
37,304
+569
+2% +$147K 0.24% 83
2024
Q1 		$9.55M Buy
36,735
+1,129
+3% +$279K 0.24% 82
2023
Q4 		$8.45M Buy
35,606
+159
+0.4% +$35.2K 0.25% 94
2023
Q3 		$7.53M Buy
35,447
+589
+2% +$130K 0.27% 83
2023
Q2 		$7.68M Buy
34,858
+610
+2% +$127K 0.3% 78
2023
Q1 		$6.99M Sell
34,248
-1,633
-5% -$327K 0.29% 80
2022
Q4 		$6.86M Buy
35,881
+4,651
+15% +$896K 0.3% 84
2022
Q3 		$5.61M Buy
31,230
+15,504
+99% +$3.09M 0.27% 90
2022
Q2 		$2.97M Buy
15,726
+8,566
+120% +$1.76M 0.14% 160
2022
Q1 		$1.63M Buy
7,160
+950
+15% +$214K 0.07% 278
2021
Q4 		$1.5M Buy
6,210
+1,317
+27% +$311K 0.06% 294
2021
Q3 		$1.09M Buy
4,893
+1,040
+27% +$237K 0.05% 350
2021
Q2 		$863K Sell
3,853
-307
-7% -$66.6K 0.04% 414
2021
Q1 		$871K Buy
4,160
+238
+6% +$48.2K 0.05% 366
2020
Q4 		$763K Buy
3,922
+304
+8% +$55.6K 0.06% 339
2020
Q3 		$616K Buy
3,618
+148
+4% +$24.9K 0.06% 317
2020
Q2 		$543K Buy
3,470
+297
+9% +$43.8K 0.05% 318
2020
Q1 		$409K Sell
3,173
-812
-20% -$126K 0.06% 295
2019
Q4 		$652K Buy
3,985
+429
+12% +$67.2K 0.08% 243
2019
Q3 		$537K Sell
3,556
-348
-9% -$52.5K 0.08% 243
2019
Q2 		$586K Sell
3,904
-3,575
-48% -$527K 0.1% 220
2019
Q1 		$1.08M Buy
7,479
+574
+8% +$80.1K 0.16% 161
2018
Q4 		$881K Buy
6,905
+688
+11% +$95K 0.19% 141
2018
Q3 		$930K Sell
6,217
-234
-4% -$34.4K 0.19% 151
2018
Q2 		$906K Buy
6,451
+389
+6% +$54.3K 0.22% 134
2018
Q1 		$823K Buy
6,062
+591
+11% +$82.9K 0.2% 141
2017
Q4 		$751K Buy
5,471
+413
+8% +$55.3K 0.27% 112
2017
Q3 		$655K Buy
5,058
+1,502
+42% +$190K 0.29% 110
2017
Q2 		$443K Buy
3,556
+651
+22% +$80.2K 0.23% 135
2017
Q1 		$352K Buy
+2,905
New +$348K 0.21% 146

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kingsview Wealth Management's VTI Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 4.2% in Q2 2026, selling an estimated $655K and leaving 42,075 shares worth $15.6M. The position accounts for 0.19% of the portfolio, ranked #103.

Kingsview Wealth Management first reported a position in VTI in Q1 2017 and has held it in 38 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kingsview Wealth Management held 42,075 shares of Vanguard Morningstar Total Stock Market ETF worth $15.6M as of Q2 2026.
  • Kingsview Wealth Management sold 1,832 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $655K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.19% of Kingsview Wealth Management's portfolio in Q2 2026, its #103 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2017 and has held it in 38 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.