Klaas Financial Asset Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Klaas Financial Asset 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	$735K	Hold	1,986	–	–	0.09%	42
2026 Q1	$637K	Buy	1,986 +76	+4%	+$25.5K	0.09%	48
2025 Q4	$640K	Buy	+1,910	New	+$635K	0.09%	44
2022 Q3	–	Sell	-4	Closed	-$1K	–	92
2022 Q2	$1K	Buy	+4	New	+$822	﹤0.01%	78

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

Klaas Financial Asset Advisors's VTI Position: Q2 2026 in Review

Klaas Financial Asset Advisors held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 1,986 shares worth $735K. The position accounts for 0.09% of the portfolio, ranked #42.

Klaas Financial Asset Advisors first reported a position in VTI in Q2 2022 and has held it in 4 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Klaas Financial Asset Advisors held 1,986 shares of Vanguard Morningstar Total Stock Market ETF worth $735K as of Q2 2026.
Klaas Financial Asset Advisors left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #42 holding.
Klaas Financial Asset Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2022 and has held it in 4 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.