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Klingman & Associates’s Vanguard Total Stock Market ETF VTI Stock Holding History

Klingman & Associates’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 		$14.4M Buy
44,937
+299
+0.7% +$100K 0.69% 29
2025
Q4 		$15M Sell
44,638
-1,454
-3% -$484K 0.72% 31
2025
Q3 		$15.1M Sell
46,092
-157
-0.3% -$49.6K 0.76% 32
2025
Q2 		$14.1M Sell
46,249
-507
-1% -$143K 0.78% 31
2025
Q1 		$12.9M Buy
46,756
+44
+0.1% +$12.8K 0.79% 30
2024
Q4 		$13.5M Sell
46,712
-639
-1% -$186K 0.83% 29
2024
Q3 		$13.4M Buy
47,351
+2,731
+6% +$745K 0.83% 29
2024
Q2 		$11.9M Buy
44,620
+1,616
+4% +$418K 0.81% 31
2024
Q1 		$11.2M Sell
43,004
-2
-0% -$495 0.78% 32
2023
Q4 		$10.2M Sell
43,006
-2,485
-5% -$549K 0.75% 31
2023
Q3 		$9.66M Buy
45,491
+1,007
+2% +$223K 0.78% 29
2023
Q2 		$9.8M Buy
44,484
+49
+0.1% +$10.2K 0.79% 29
2023
Q1 		$9.07M Sell
44,435
-2,101
-5% -$421K 0.78% 30
2022
Q4 		$8.9M Sell
46,536
-193
-0.4% -$37.2K 0.78% 31
2022
Q3 		$8.39M Buy
46,729
+560
+1% +$112K 0.82% 30
2022
Q2 		$8.71M Buy
46,169
+5,698
+14% +$1.17M 0.85% 30
2022
Q1 		$9.21M Buy
40,471
+18
+0% +$4.05K 0.78% 27
2021
Q4 		$9.77M Buy
40,453
+170
+0.4% +$40.1K 0.84% 26
2021
Q3 		$8.95M Buy
40,283
+410
+1% +$93.5K 0.84% 27
2021
Q2 		$8.88M Buy
39,873
+273
+0.7% +$59.2K 0.85% 26
2021
Q1 		$8.19M Buy
39,600
+1,000
+3% +$202K 0.85% 26
2020
Q4 		$7.51M Buy
38,600
+91
+0.2% +$16.6K 0.87% 25
2020
Q3 		$6.56M Sell
38,509
-4,811
-11% -$809K 0.88% 24
2020
Q2 		$6.78M Buy
43,320
+10,227
+31% +$1.51M 1.04% 24
2020
Q1 		$4.27M Buy
33,093
+4,875
+17% +$754K 0.87% 25
2019
Q4 		$4.62M Buy
28,218
+151
+0.5% +$23.7K 0.76% 25
2019
Q3 		$4.24M Buy
28,067
+880
+3% +$133K 0.76% 25
2019
Q2 		$4.08M Sell
27,187
-196
-0.7% -$28.9K 0.76% 25
2019
Q1 		$3.96M Buy
27,383
+275
+1% +$38.4K 0.77% 26
2018
Q4 		$3.46M Buy
27,108
+4,100
+18% +$566K 0.78% 25
2018
Q3 		$3.44M Buy
23,008
+6,703
+41% +$986K 0.7% 24
2018
Q2 		$2.29M Buy
16,305
+6,360
+64% +$887K 0.49% 28
2018
Q1 		$1.35M Hold
9,945
– – 0.3% 34
2017
Q4 		$1.36M Buy
9,945
+887
+10% +$119K 0.3% 34
2017
Q3 		$1.17M Hold
9,058
– – 0.29% 34
2017
Q2 		$1.13M Buy
9,058
+80
+0.9% +$9.86K 0.3% 34
2017
Q1 		$1.09M Sell
8,978
-264
-3% -$31.6K 0.3% 34
2016
Q4 		$1.07M Sell
9,242
-14,758
-61% -$1.66M 0.32% 34
2016
Q3 		$2.67M Hold
24,000
– – 0.8% 23
2016
Q2 		$2.57M Hold
24,000
– – 0.83% 21
2016
Q1 		$2.52M Hold
24,000
– – 0.9% 22
2015
Q4 		$2.5M Hold
24,000
– – 0.94% 22
2015
Q3 		$2.37M Hold
24,000
– – 0.93% 20
2015
Q2 		$2.57M Hold
24,000
– – 1.01% 17
2015
Q1 		$2.57M Hold
24,000
– – 1.06% 16
2014
Q4 		$2.54M Buy
+24,000
New +$2.48M 1.06% 15

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

Klingman & Associates's VTI Position: Q1 2026 in Review

Klingman & Associates increased its Vanguard Total Stock Market ETF (VTI) stake by 0.67% in Q1 2026, buying an estimated $100K and bringing the position to 44,937 shares worth $14.4M. The position accounts for 0.69% of the portfolio, ranked #29.

Klingman & Associates first reported a position in VTI in Q4 2014 and has held it in 46 quarters since. The position peaked at $15.1M in Q3 2025. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Klingman & Associates held 44,937 shares of Vanguard Total Stock Market ETF worth $14.4M as of Q1 2026.
  • Klingman & Associates bought 299 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $100K.
  • Vanguard Total Stock Market ETF made up 0.69% of Klingman & Associates's portfolio in Q1 2026, its #29 holding.
  • Klingman & Associates first reported a position in Vanguard Total Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
  • Klingman & Associates's Vanguard Total Stock Market ETF position peaked at $15.1M in Q3 2025.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.