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

KLCM 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
Q1 		$14.6M Buy
45,477
+4,622
+11% +$1.55M 1.23% 20
2025
Q4 		$13.7M Buy
+40,855
New +$13.6M 1.18% 24

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 $12.8B AUM 19.73% 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

KLCM Advisors's VTI Position: Q1 2026 in Review

KLCM Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q1 2026, buying an estimated $1.55M and bringing the position to 45,477 shares worth $14.6M. The position accounts for 1.23% of the portfolio, ranked #20.

KLCM Advisors first reported a position in VTI in Q4 2025 and has held it in 2 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • KLCM Advisors held 45,477 shares of Vanguard Morningstar Total Stock Market ETF worth $14.6M as of Q1 2026.
  • KLCM Advisors bought 4,622 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.55M.
  • Vanguard Morningstar Total Stock Market ETF made up 1.23% of KLCM Advisors's portfolio in Q1 2026, its #20 holding.
  • KLCM Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 2 quarters since.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.