KF
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Krilogy Financial’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Krilogy Financial’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 		$12.9M Buy
34,948
+211
+0.6% +$75.4K 0.38% 50
2026
Q1 		$12M Buy
34,737
+1,279
+4% +$429K 0.39% 50
2025
Q4 		$11.4M Buy
33,458
+3,845
+13% +$1.28M 0.39% 51
2025
Q3 		$9.87M Buy
29,613
+3,528
+14% +$1.11M 0.37% 50
2025
Q2 		$7.93M Buy
26,085
+9,043
+53% +$2.54M 0.45% 48
2025
Q1 		$4.68M Buy
17,042
+490
+3% +$142K 0.3% 68
2024
Q4 		$4.8M Buy
16,552
+1,096
+7% +$320K 0.32% 63
2024
Q3 		$4.38M Buy
15,456
+1,911
+14% +$521K 0.3% 67
2024
Q2 		$3.62M Sell
13,545
-41
-0.3% -$10.6K 0.27% 84
2024
Q1 		$3.53M Buy
13,586
+1,066
+9% +$264K 0.27% 88
2023
Q4 		$2.97M Buy
12,520
+660
+6% +$146K 0.25% 87
2023
Q3 		$2.52M Buy
11,860
+200
+2% +$44.3K 0.23% 89
2023
Q2 		$2.57M Buy
11,660
+16
+0.1% +$3.34K 0.23% 90
2023
Q1 		$2.38M Sell
11,644
-130
-1% -$26K 0.2% 96
2022
Q4 		$2.25M Buy
11,774
+2,081
+21% +$401K 0.21% 83
2022
Q3 		$1.74M Buy
9,693
+329
+4% +$65.6K 0.21% 79
2022
Q2 		$1.77M Sell
9,364
-419
-4% -$86.1K 0.21% 78
2022
Q1 		$2.23M Sell
9,783
-373
-4% -$83.9K 0.23% 62
2021
Q4 		$2.45M Buy
10,156
+451
+5% +$106K 0.25% 64
2021
Q3 		$2.15M Buy
9,705
+179
+2% +$40.8K 0.22% 71
2021
Q2 		$2.12M Buy
9,526
+3,637
+62% +$789K 0.21% 71
2021
Q1 		$1.22M Buy
5,889
+340
+6% +$68.8K 0.13% 108
2020
Q4 		$1.08M Sell
5,549
-35
-0.6% -$6.4K 0.13% 108
2020
Q3 		$951K Sell
5,584
-2,753
-33% -$463K 0.13% 106
2020
Q2 		$1.3M Buy
8,337
+5,081
+156% +$749K 0.2% 73
2020
Q1 		$420K Buy
3,256
+516
+19% +$79.8K 0.08% 137
2019
Q4 		$448K Sell
2,740
-27
-1% -$4.23K 0.07% 133
2019
Q3 		$418K Buy
2,767
+3
+0.1% +$452 0.08% 126
2019
Q2 		$415K Buy
2,764
+3
+0.1% +$442 0.08% 120
2019
Q1 		$400K Sell
2,761
-1,461
-35% -$204K 0.08% 116
2018
Q4 		$539K Buy
4,222
+2,214
+110% +$306K 0.15% 68
2018
Q3 		$300K Hold
2,008
– – 0.07% 112
2018
Q2 		$282K Hold
2,008
– – 0.07% 115
2018
Q1 		$272K Sell
2,008
-92
-4% -$12.9K 0.06% 132
2017
Q4 		$288K Hold
2,100
– – 0.07% 127
2017
Q3 		$272K Buy
2,100
+1,935
+1,173% +$245K 0.07% 133
2017
Q2 		$20K Buy
165
+28
+20% +$3.45K 0.01% 441
2017
Q1 		$16K Hold
137
– – 0.01% 453
2016
Q4 		$16K Buy
137
+1
+0.7% +$112 0.01% 453
2016
Q3 		$15K Hold
136
– – ﹤0.01% 474
2016
Q2 		$15K Buy
136
+1
+0.7% +$106 0.01% 474
2016
Q1 		$14K Buy
+135
New +$13.4K 0.01% 437
2015
Q4 		– Sell
-133
Closed -$13K – 603
2015
Q3 		$13K Buy
+133
New +$14K 0.01% 363

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

Krilogy Financial's VTI Position: Q2 2026 in Review

Krilogy Financial increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.61% in Q2 2026, buying an estimated $75.4K and bringing the position to 34,948 shares worth $12.9M. The position accounts for 0.38% of the portfolio, ranked #50.

Krilogy Financial first reported a position in VTI in Q3 2015 and has held it in 43 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Krilogy Financial held 34,948 shares of Vanguard Morningstar Total Stock Market ETF worth $12.9M as of Q2 2026.
  • Krilogy Financial bought 211 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $75.4K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.38% of Krilogy Financial's portfolio in Q2 2026, its #50 holding.
  • Krilogy Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 43 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.