KKM Financial’s Vanguard Morningstar 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 Q2	$303K	Sell	820 -20	-2%	-$7.15K	0.04%	152
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 $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

KKM Financial's VTI Position: Q2 2026 in Review

KKM Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.4% in Q2 2026, selling an estimated $7.15K and leaving 820 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #152.

KKM Financial first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

KKM Financial held 820 shares of Vanguard Morningstar Total Stock Market ETF worth $303K as of Q2 2026.
KKM Financial sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.04% of KKM Financial's portfolio in Q2 2026, its #152 holding.
KKM Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.