KWM
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KMT Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

KMT Wealth 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 		$93.5M Buy
291,438
+8,420
+3% +$2.83M 50.8% 1
2025
Q4 		$94.9M Buy
283,018
+2,714
+1% +$903K 50.79% 1
2025
Q3 		$92M Buy
280,304
+7,859
+3% +$2.48M 49.54% 1
2025
Q2 		$82.8M Buy
272,445
+32,235
+13% +$9.07M 48.87% 1
2025
Q1 		$66M Buy
240,210
+71,950
+43% +$20.9M 45.25% 1
2024
Q4 		$48.8M Buy
+168,260
New +$49.1M 39.1% 2

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

KMT Wealth Management's VTI Position: Q1 2026 in Review

KMT Wealth Management increased its Vanguard Total Stock Market ETF (VTI) stake by 3% in Q1 2026, buying an estimated $2.83M and bringing the position to 291,438 shares worth $93.5M. The position accounts for 50.8% of the portfolio, ranked #1.

KMT Wealth Management first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. The position peaked at $94.9M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • KMT Wealth Management held 291,438 shares of Vanguard Total Stock Market ETF worth $93.5M as of Q1 2026.
  • KMT Wealth Management bought 8,420 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $2.83M.
  • Vanguard Total Stock Market ETF made up 50.8% of KMT Wealth Management's portfolio in Q1 2026, its #1 holding.
  • KMT Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • KMT Wealth Management's Vanguard Total Stock Market ETF position peaked at $94.9M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on KMT Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.