Koesten Hirschmann & Crabtree’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Koesten Hirschmann & Crabtree’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 Q3	$227K	Hold	607	–	–	0.09%	48
2026 Q2	$225K	Buy	+607	New	+$217K	0.09%	50
2026 Q1	–	Sell	-607	Closed	-$204K	–	42
2025 Q4	$204K	Hold	607	–	–	0.1%	41
2025 Q3	$199K	Hold	607	–	–	0.1%	37
2025 Q2	$184K	Hold	607	–	–	0.1%	38
2025 Q1	$167K	Hold	607	–	–	0.1%	39
2024 Q4	$176K	Hold	607	–	–	0.1%	35
2024 Q3	$172K	Sell	607 -387	-39%	-$106K	0.1%	35
2024 Q2	$258K	Hold	994	–	–	0.17%	27
2024 Q1	$258K	Buy	994 +588	+145%	+$145K	0.17%	27
2023 Q4	$96.2K	Buy	+406	New	+$89.8K	0.07%	51

Other funds holding VTI

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $225B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $30.5B AUM

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Koesten Hirschmann & Crabtree's VTI Position: Q3 2026 in Review

Koesten Hirschmann & Crabtree held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 607 shares worth $227K. The position accounts for 0.09% of the portfolio, ranked #48.

Koesten Hirschmann & Crabtree first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $258K in Q2 2024. 3,383 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Koesten Hirschmann & Crabtree held 607 shares of Vanguard Morningstar Total Stock Market ETF worth $227K as of Q3 2026.
Koesten Hirschmann & Crabtree left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Koesten Hirschmann & Crabtree's portfolio in Q3 2026, its #48 holding.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
Koesten Hirschmann & Crabtree's Vanguard Morningstar Total Stock Market ETF position peaked at $258K in Q2 2024.
3,383 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q3 2026, filed 13 Oct 2026.