KPP Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.72M Sell
4,637
-2
-0% -$715 0.22% 100
2026
Q1
$1.49M Sell
4,639
-1,178
-20% -$395K 0.22% 105
2025
Q4
$1.95M Sell
5,817
-824
-12% -$274K 0.28% 79
2025
Q3
$2.18M Buy
6,641
+325
+5% +$103K 0.32% 70
2025
Q2
$1.92M Sell
6,316
-783
-11% -$220K 0.32% 73
2025
Q1
$1.95M Sell
7,099
-6,816
-49% -$1.98M 0.37% 63
2024
Q4
$4.03M Sell
13,915
-1,209
-8% -$353K 0.95% 24
2024
Q3
$4.28M Sell
15,124
-1,747
-10% -$477K 1.03% 23
2024
Q2
$4.51M Buy
16,871
+463
+3% +$120K 1.2% 21
2024
Q1
$4.26M Buy
+16,408
New +$4.06M 1.17% 23
2023
Q4
Sell
-28,561
Closed -$6.07M 219
2023
Q3
$6.07M Buy
+28,561
New +$6.32M 2% 13

Other funds holding VTI

KPP Advisory Services's VTI Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.04% in Q2 2026, selling an estimated $715 and leaving 4,637 shares worth $1.72M. The position accounts for 0.22% of the portfolio, ranked #100.

KPP Advisory Services first reported a position in VTI in Q3 2023 and has held it in 11 quarters since. The position peaked at $6.07M in Q3 2023. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • KPP Advisory Services held 4,637 shares of Vanguard Morningstar Total Stock Market ETF worth $1.72M as of Q2 2026.
  • KPP Advisory Services sold 2 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $715.
  • Vanguard Morningstar Total Stock Market ETF made up 0.22% of KPP Advisory Services's portfolio in Q2 2026, its #100 holding.
  • KPP Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2023 and has held it in 11 quarters since.
  • KPP Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $6.07M in Q3 2023.
  • 3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.