KBFS
VTI icon

Kohmann Bosshard Financial Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kohmann Bosshard Financial Services’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 		$4.14M Sell
11,197
-427
-4% -$153K 0.35% 32
2026
Q1 		$3.73M Sell
11,624
-5,204
-31% -$1.75M 0.36% 31
2025
Q4 		$5.64M Buy
16,828
+24
+0.1% +$7.98K 0.5% 30
2025
Q3 		$5.52M Sell
16,804
-792
-5% -$250K 0.57% 30
2025
Q2 		$5.35M Buy
17,596
+962
+6% +$271K 0.6% 27
2025
Q1 		$4.57M Buy
16,634
+296
+2% +$86K 0.54% 27
2024
Q4 		$4.73M Sell
16,338
-90
-0.5% -$26.3K 0.57% 28
2024
Q3 		$4.65M Sell
16,428
-28
-0.2% -$7.64K 0.58% 29
2024
Q2 		$4.4M Sell
16,456
-130
-0.8% -$33.6K 0.59% 29
2024
Q1 		$4.31M Sell
16,586
-302
-2% -$74.7K 0.6% 35
2023
Q4 		$4.01M Sell
16,888
-1,926
-10% -$426K 0.61% 34
2023
Q3 		$4M Buy
18,814
+1,721
+10% +$381K 0.69% 34
2023
Q2 		$3.77M Buy
17,093
+1,029
+6% +$215K 0.65% 34
2023
Q1 		$3.28M Buy
16,064
+34
+0.2% +$6.81K 0.62% 34
2022
Q4 		$3.06M Buy
16,030
+512
+3% +$98.7K 0.61% 34
2022
Q3 		$2.79M Buy
15,518
+450
+3% +$89.7K 0.62% 35
2022
Q2 		$2.84M Buy
15,068
+150
+1% +$30.8K 0.63% 36
2022
Q1 		$3.4M Buy
14,918
+2
+0% +$450 0.67% 35
2021
Q4 		$3.6M Buy
14,916
+3
+0% +$708 0.72% 32
2021
Q3 		$3.31M Sell
14,913
-9
-0.1% -$2.05K 0.73% 30
2021
Q2 		$3.33M Sell
14,922
-227
-1% -$49.3K 0.76% 29
2021
Q1 		$3.13M Sell
15,149
-965
-6% -$195K 0.84% 25
2020
Q4 		$3.14M Sell
16,114
-53
-0.3% -$9.69K 0.98% 24
2020
Q3 		$2.75M Sell
16,167
-4,833
-23% -$813K 1% 24
2020
Q2 		$3.29M Sell
21,000
-160
-0.8% -$23.6K 1.22% 21
2020
Q1 		$2.73M Hold
21,160
– – 1.2% 23
2019
Q4 		$3.46M Sell
21,160
-157
-0.7% -$24.6K 1.28% 22
2019
Q3 		$3.22M Hold
21,317
– – 1.26% 20
2019
Q2 		$3.2M Buy
21,317
+2,245
+12% +$331K 1.34% 20
2019
Q1 		$2.76M Sell
19,072
-629
-3% -$87.8K 1.3% 22
2018
Q4 		$2.51M Sell
19,701
-160
-0.8% -$22.1K 1.36% 22
2018
Q3 		$2.97M Buy
19,861
+6,555
+49% +$965K 1.47% 21
2018
Q2 		$1.87M Hold
13,306
– – 1.05% 21
2018
Q1 		$1.81M Hold
13,306
– – 1.08% 21
2017
Q4 		$1.83M Sell
13,306
-521
-4% -$69.7K 1.17% 21
2017
Q3 		$1.79M Buy
+13,827
New +$1.75M 1.26% 18
2017
Q1 		$1.71M Buy
14,079
+920
+7% +$110K 1.45% 19
2016
Q4 		$1.56M Buy
+13,159
New +$1.48M 1.45% 20

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kohmann Bosshard Financial Services's VTI Position: Q2 2026 in Review

Kohmann Bosshard Financial Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.7% in Q2 2026, selling an estimated $153K and leaving 11,197 shares worth $4.14M. The position accounts for 0.35% of the portfolio, ranked #32.

Kohmann Bosshard Financial Services first reported a position in VTI in Q4 2016 and has held it in 38 quarters since. The position peaked at $5.64M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kohmann Bosshard Financial Services held 11,197 shares of Vanguard Morningstar Total Stock Market ETF worth $4.14M as of Q2 2026.
  • Kohmann Bosshard Financial Services sold 427 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $153K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.35% of Kohmann Bosshard Financial Services's portfolio in Q2 2026, its #32 holding.
  • Kohmann Bosshard Financial Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 38 quarters since.
  • Kohmann Bosshard Financial Services's Vanguard Morningstar Total Stock Market ETF position peaked at $5.64M in Q4 2025.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.