KCM
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KM Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

KM Capital Management’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 		– Sell
-739
Closed -$248K – 94
2025
Q4 		$248K Buy
739
+3
+0.4% +$998 0.13% 44
2025
Q3 		$242K Buy
736
+1
+0.1% +$316 0.11% 51
2025
Q2 		$223K Sell
735
-91
-11% -$25.6K 0.11% 55
2025
Q1 		$227K Sell
826
-303
-27% -$88K 0.12% 53
2024
Q4 		$327K Buy
1,129
+3
+0.3% +$875 0.17% 37
2024
Q3 		$319K Buy
1,126
+1
+0.1% +$273 0.17% 38
2024
Q2 		$301K Hold
1,125
– – 0.16% 40
2024
Q1 		$292K Sell
1,125
-91
-7% -$22.5K 0.16% 40
2023
Q4 		$289K Buy
1,216
+2
+0.2% +$442 0.17% 39
2023
Q3 		$258K Buy
1,214
+2
+0.2% +$443 0.18% 35
2023
Q2 		$267K Sell
1,212
-2,056
-63% -$429K 0.19% 33
2023
Q1 		$667K Buy
3,268
+8
+0.2% +$1.6K 0.62% 32
2022
Q4 		$623K Buy
+3,260
New +$628K 0.62% 31

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KM Capital Management's VTI Position: Q1 2026 in Review

KM Capital Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q1 2026, closing a stake of 739 shares — an estimated $248K sold.

KM Capital Management first reported a position in VTI in Q4 2022 and held it in 13 quarters. The position peaked at $667K in Q1 2023. 3,569 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • KM Capital Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q1 2026 after selling out during the quarter.
  • KM Capital Management sold 739 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $248K.
  • KM Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and held it in 13 quarters.
  • KM Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $667K in Q1 2023.
  • 3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on KM Capital Management's 13F filing for Q1 2026, filed 15 May 2026.