KMT Wealth Management’s Vanguard Morningstar 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 Q2	$368K	Sell	993 -290,445	-100%	-$104M	0.31%	73
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 $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

KMT Wealth Management's VTI Position: Q2 2026 in Review

KMT Wealth Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 100% in Q2 2026, selling an estimated $104M and leaving 993 shares worth $368K. The position accounts for 0.31% of the portfolio, ranked #73.

KMT Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $94.9M in Q4 2025. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

KMT Wealth Management held 993 shares of Vanguard Morningstar Total Stock Market ETF worth $368K as of Q2 2026.
KMT Wealth Management sold 290,445 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $104M.
Vanguard Morningstar Total Stock Market ETF made up 0.31% of KMT Wealth Management's portfolio in Q2 2026, its #73 holding.
KMT Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
KMT Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $94.9M in Q4 2025.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on KMT Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.