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 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

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

Koesten Hirschmann & Crabtree's VTI Position: Q2 2026 in Review

Koesten Hirschmann & Crabtree opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 607 shares worth $225K. The stake represents 0.09% of the portfolio and ranks #50 among its holdings. This is a return to the name: Koesten Hirschmann & Crabtree previously reported a position in VTI as recently as Q4 2025.

Koesten Hirschmann & Crabtree first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $258K in Q2 2024. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Koesten Hirschmann & Crabtree held 607 shares of Vanguard Morningstar Total Stock Market ETF worth $225K as of Q2 2026.
Vanguard Morningstar Total Stock Market ETF was a new Koesten Hirschmann & Crabtree position in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Koesten Hirschmann & Crabtree's portfolio in Q2 2026, its #50 holding.
Koesten Hirschmann & Crabtree first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
Koesten Hirschmann & Crabtree's Vanguard Morningstar Total Stock Market ETF position peaked at $258K in Q2 2024.
3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2026, filed 20 Jul 2026.