Kingswood Wealth Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kingswood Wealth 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	$23.3M	Sell	62,924 -2,128	-3%	-$761K	0.94%	17
2026 Q1	$20.9M	Buy	65,052 +5,869	+10%	+$1.97M	0.99%	13
2025 Q4	$19.8M	Buy	59,183 +37,467	+173%	+$12.5M	0.96%	16
2025 Q3	$7.13M	Sell	21,716 -529	-2%	-$167K	0.43%	42
2025 Q2	$6.76M	Buy	22,245 +1,769	+9%	+$498K	0.53%	30
2025 Q1	$5.63M	Sell	20,476 -12,852	-39%	-$3.73M	0.51%	28
2024 Q4	$9.66M	Buy	33,328 +14,519	+77%	+$4.24M	0.73%	18
2024 Q3	$5.32M	Buy	18,809 +4,045	+27%	+$1.1M	0.38%	59
2024 Q2	$3.95M	Buy	14,764 +2,368	+19%	+$613K	0.36%	61
2024 Q1	$3.22M	Sell	12,396 -2,563	-17%	-$634K	0.37%	56
2023 Q4	$3.55M	Buy	14,959 +7,090	+90%	+$1.57M	0.4%	51
2023 Q3	$1.67M	Buy	7,869 +3,671	+87%	+$813K	0.29%	91
2023 Q2	$925K	Buy	+4,198	New	+$876K	0.29%	89

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

Kingswood Wealth Advisors's VTI Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.3% in Q2 2026, selling an estimated $761K and leaving 62,924 shares worth $23.3M. The position accounts for 0.94% of the portfolio, ranked #17.

Kingswood Wealth Advisors first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,665 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kingswood Wealth Advisors held 62,924 shares of Vanguard Morningstar Total Stock Market ETF worth $23.3M as of Q2 2026.
Kingswood Wealth Advisors sold 2,128 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $761K.
Vanguard Morningstar Total Stock Market ETF made up 0.94% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #17 holding.
Kingswood Wealth Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
3,665 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.