KPPF
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Klein Pavlis & Peasley Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Klein Pavlis & Peasley 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 		$219K Sell
592
-288
-33% -$103K 0.11% 88
2026
Q1 		$282K Buy
+880
New +$295K 0.16% 85

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Klein Pavlis & Peasley Financial's VTI Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 33% in Q2 2026, selling an estimated $103K and leaving 592 shares worth $219K. The position accounts for 0.11% of the portfolio, ranked #88.

Klein Pavlis & Peasley Financial first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. The position peaked at $282K in Q1 2026. 1,812 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 592 shares of Vanguard Morningstar Total Stock Market ETF worth $219K as of Q2 2026.
  • Klein Pavlis & Peasley Financial sold 288 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $103K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #88 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
  • Klein Pavlis & Peasley Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $282K in Q1 2026.
  • 1,812 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.