KF
VTI icon

KKM Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

KKM Financial’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
Q1 		$282K Hold
840
– – 0.05% 155
2025
Q4 		$282K Hold
840
– – 0.05% 155
2025
Q3 		$276K Sell
840
-41
-5% -$13K 0.09% 125
2025
Q2 		$268K Hold
881
– – 0.09% 137
2025
Q1 		$242K Hold
881
– – 0.1% 137
2024
Q4 		$255K Hold
881
– – 0.11% 134
2024
Q3 		$249K Hold
881
– – 0.12% 128
2024
Q2 		$236K Sell
881
-20
-2% -$5.18K 0.11% 135
2024
Q1 		$234K Sell
901
-15
-2% -$3.71K 0.11% 137
2023
Q4 		$217K Buy
+916
New +$203K 0.14% 123

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KKM Financial's VTI Position: Q1 2026 in Review

KKM Financial held its Vanguard Total Stock Market ETF (VTI) position steady in Q1 2026 at 840 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #155.

KKM Financial first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • KKM Financial held 840 shares of Vanguard Total Stock Market ETF worth $282K as of Q1 2026.
  • KKM Financial left its Vanguard Total Stock Market ETF share count unchanged in Q1 2026.
  • Vanguard Total Stock Market ETF made up 0.05% of KKM Financial's portfolio in Q1 2026, its #155 holding.
  • KKM Financial first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on KKM Financial's 13F filing for Q1 2026, filed 15 May 2026.