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
2025
Q2 		– Sell
-223
Closed -$201K – 1403
2025
Q1 		$201K Buy
+223
New +$64.8K ﹤0.01% 1180

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.