Kovitz Investment Group Partners
VTI icon

Kovitz Investment Group Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kovitz Investment Group Partners’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 		$2.95M Buy
9,191
+531
+6% +$178K 0.07% 184
2025
Q4 		$2.9M Sell
8,660
-877,750
-99% -$292M 0.06% 192
2025
Q3 		$291M Buy
886,410
+9,150
+1% +$2.89M 1.14% 17
2025
Q2 		$267M Sell
877,260
-25,605
-3% -$7.2M 1.14% 17
2025
Q1 		$248M Buy
902,865
+1,233
+0.1% +$358K 1.25% 10
2024
Q4 		$261M Buy
901,632
+68,771
+8% +$20.1M 1.28% 11
2024
Q3 		$166M Buy
832,861
+352,460
+73% +$96.1M 1.18% 13
2024
Q2 		$129M Buy
480,401
+276,030
+135% +$71.4M 1.1% 20
2024
Q1 		$53.1M Buy
204,371
+4,606
+2% +$1.14M 0.67% 34
2023
Q4 		$47.4M Buy
199,765
+5,215
+3% +$1.15M 0.79% 33
2023
Q3 		$41.3M Buy
194,550
+7,893
+4% +$1.75M 0.74% 36
2023
Q2 		$41.1M Buy
186,657
+5,297
+3% +$1.1M 0.6% 39
2023
Q1 		$37M Buy
181,360
+135,014
+291% +$27M 0.64% 38
2022
Q4 		$8.86M Sell
46,346
-1,236
-3% -$238K 0.18% 80
2022
Q3 		$8.54M Sell
47,582
-2,888
-6% -$576K 0.2% 79
2022
Q2 		$9.52M Buy
50,470
+1,522
+3% +$313K 0.21% 74
2022
Q1 		$11.1M Sell
48,948
-180
-0.4% -$40.5K 0.21% 71
2021
Q4 		$9.56M Buy
49,128
+145
+0.3% +$34.2K 0.23% 69
2021
Q3 		$10.9M Sell
48,983
-654
-1% -$149K 0.22% 65
2021
Q2 		$11.1M Buy
49,637
+897
+2% +$195K 0.22% 65
2021
Q1 		$10.1M Sell
48,740
-387
-0.8% -$78.3K 0.24% 69
2020
Q4 		$9.56M Buy
49,127
+486
+1% +$88.8K 0.23% 66
2020
Q3 		$8.28M Sell
48,641
-281
-0.6% -$47.3K 0.23% 68
2020
Q2 		$7.66M Buy
48,922
+816
+2% +$120K 0.24% 68
2020
Q1 		$6.2M Buy
48,106
+13,514
+39% +$2.09M 0.22% 75
2019
Q4 		$5.66M Buy
34,592
+4,298
+14% +$673K 0.16% 94
2019
Q3 		$4.57M Buy
30,294
+13,453
+80% +$2.03M 0.15% 108
2019
Q2 		$2.53M Buy
16,841
+1,126
+7% +$166K 0.08% 173
2019
Q1 		$2.27M Sell
15,715
-379
-2% -$52.9K 0.07% 187
2018
Q4 		$2.05M Buy
16,094
+2,331
+17% +$322K 0.08% 145
2018
Q3 		$2.06M Buy
13,763
+2,351
+21% +$346K 0.09% 58
2018
Q2 		$1.6M Sell
11,412
-1,278
-10% -$178K 0.07% 71
2018
Q1 		$1.72M Sell
12,690
-1,166
-8% -$163K 0.08% 67
2017
Q4 		$1.9K Sell
13,856
-744
-5% -$99.6K 0.08% 66
2017
Q3 		$1.89M Sell
14,600
-175
-1% -$22.2K 0.09% 64
2017
Q2 		$1.84M Buy
14,775
+442
+3% +$54.5K 0.1% 62
2017
Q1 		$1.74M Buy
14,333
+153
+1% +$18.3K 0.1% 68
2016
Q4 		$1.64M Sell
14,180
-505
-3% -$56.8K 0.1% 62
2016
Q3 		$1.64M Sell
14,685
-344
-2% -$38.2K 0.1% 72
2016
Q2 		$1.61M Buy
15,029
+1,555
+12% +$165K 0.11% 71
2016
Q1 		$1.41M Buy
+13,474
New +$1.34M 0.08% 76

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 $52B AUM 24.53% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kovitz Investment Group Partners's VTI Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 6.1% in Q1 2026, buying an estimated $178K and bringing the position to 9,191 shares worth $2.95M. The position accounts for 0.07% of the portfolio, ranked #184.

Kovitz Investment Group Partners first reported a position in VTI in Q1 2016 and has held it in 41 quarters since. The position peaked at $291M in Q3 2025. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Kovitz Investment Group Partners held 9,191 shares of Vanguard Morningstar Total Stock Market ETF worth $2.95M as of Q1 2026.
  • Kovitz Investment Group Partners bought 531 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $178K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.07% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #184 holding.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 41 quarters since.
  • Kovitz Investment Group Partners's Vanguard Morningstar Total Stock Market ETF position peaked at $291M in Q3 2025.
  • 3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.