KFP
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KMG Fiduciary Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History

KMG Fiduciary Partners’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 		$2.06M Hold
5,579
– – 0.19% 91
2026
Q1 		$1.79M Sell
5,579
-1,919
-26% -$644K 0.13% 138
2025
Q4 		$2.51M Sell
7,498
-5
-0.1% -$1.66K 0.18% 113
2025
Q3 		$2.46M Buy
7,503
+22
+0.3% +$6.95K 0.17% 126
2025
Q2 		$2.27M Hold
7,481
– – 0.17% 122
2025
Q1 		$2.06M Buy
7,481
+1,627
+28% +$473K 0.17% 130
2024
Q4 		$1.7M Hold
5,854
– – 0.14% 139
2024
Q3 		$1.66M Sell
5,854
-283
-5% -$77.2K 0.14% 138
2024
Q2 		$1.64M Sell
6,137
-457
-7% -$118K 0.16% 110
2024
Q1 		$1.71M Sell
6,594
-1,213
-16% -$300K 0.18% 106
2023
Q4 		$1.85M Buy
7,807
+5
+0.1% +$1.1K 0.22% 101
2023
Q3 		$1.66M Buy
7,802
+4
+0.1% +$885 0.22% 109
2023
Q2 		$1.72M Sell
7,798
-70
-0.9% -$14.6K 0.22% 105
2023
Q1 		$1.61M Sell
7,868
-97
-1% -$19.4K 0.23% 110
2022
Q4 		$1.52M Sell
7,965
-1,296
-14% -$250K 0.25% 100
2022
Q3 		$1.66M Sell
9,261
-438
-5% -$87.3K 0.32% 84
2022
Q2 		$1.83M Buy
9,699
+88
+0.9% +$18.1K 0.34% 75
2022
Q1 		$2.19M Sell
9,611
-245
-2% -$55.1K 0.35% 75
2021
Q4 		$2.38M Buy
9,856
+231
+2% +$54.5K 0.37% 69
2021
Q3 		$2.14M Buy
9,625
+965
+11% +$220K 0.36% 64
2021
Q2 		$1.93M Buy
8,660
+107
+1% +$23.2K 0.34% 67
2021
Q1 		$1.77M Buy
8,553
+3,775
+79% +$764K 0.34% 67
2020
Q4 		$924K Buy
+4,778
New +$873K 0.19% 99

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
R
Rebalance Palo Alto, California $1.91B AUM 16.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

KMG Fiduciary Partners's VTI Position: Q2 2026 in Review

KMG Fiduciary Partners held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 5,579 shares worth $2.06M. The position accounts for 0.19% of the portfolio, ranked #91.

KMG Fiduciary Partners first reported a position in VTI in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.51M in Q4 2025. 706 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • KMG Fiduciary Partners held 5,579 shares of Vanguard Total Stock Market ETF worth $2.06M as of Q2 2026.
  • KMG Fiduciary Partners left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.19% of KMG Fiduciary Partners's portfolio in Q2 2026, its #91 holding.
  • KMG Fiduciary Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2020 and has held it in 23 quarters since.
  • KMG Fiduciary Partners's Vanguard Total Stock Market ETF position peaked at $2.51M in Q4 2025.
  • 706 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on KMG Fiduciary Partners's 13F filing for Q2 2026, filed 9 Jul 2026.