MKA
VTI icon

M. Kulyk & Associates’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

M. Kulyk & Associates’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 		$216K Sell
584
-440
-43% -$157K 0.04% 113
2026
Q1 		$328K Sell
1,024
-164
-14% -$55K 0.06% 92
2025
Q4 		$398K Buy
1,188
+35
+3% +$11.6K 0.08% 75
2025
Q3 		$378K Sell
1,153
-402
-26% -$127K 0.08% 72
2025
Q2 		$473K Buy
1,555
+571
+58% +$161K 0.1% 68
2025
Q1 		$271K Sell
984
-97
-9% -$28.2K 0.06% 81
2024
Q4 		$313K Hold
1,081
– – 0.07% 79
2024
Q3 		$306K Sell
1,081
-6
-0.6% -$1.64K 0.06% 88
2024
Q2 		$291K Buy
1,087
+23
+2% +$5.95K 0.07% 88
2024
Q1 		$277K Sell
1,064
-41
-4% -$10.1K 0.06% 92
2023
Q4 		$262K Sell
1,105
-659
-37% -$146K 0.06% 92
2023
Q3 		$375K Sell
1,764
-3
-0.2% -$664 0.1% 73
2023
Q2 		$389K Hold
1,767
– – 0.11% 80
2023
Q1 		$361K Hold
1,767
– – 0.11% 77
2022
Q4 		$338K Sell
1,767
-325
-16% -$62.6K 0.11% 77
2022
Q3 		$375K Sell
2,092
-16
-0.8% -$3.19K 0.13% 75
2022
Q2 		$398K Buy
2,108
+958
+83% +$197K 0.12% 73
2022
Q1 		$262K Buy
+1,150
New +$259K 0.07% 89
2021
Q4 		– Sell
-921
Closed -$205K – 103
2021
Q3 		$205K Buy
+921
New +$210K 0.07% 73

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

M. Kulyk & Associates's VTI Position: Q2 2026 in Review

M. Kulyk & Associates reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 43% in Q2 2026, selling an estimated $157K and leaving 584 shares worth $216K. The position accounts for 0.04% of the portfolio, ranked #113.

M. Kulyk & Associates first reported a position in VTI in Q3 2021 and has held it in 19 quarters since. The position peaked at $473K in Q2 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • M. Kulyk & Associates held 584 shares of Vanguard Morningstar Total Stock Market ETF worth $216K as of Q2 2026.
  • M. Kulyk & Associates sold 440 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $157K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.04% of M. Kulyk & Associates's portfolio in Q2 2026, its #113 holding.
  • M. Kulyk & Associates first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2021 and has held it in 19 quarters since.
  • M. Kulyk & Associates's Vanguard Morningstar Total Stock Market ETF position peaked at $473K in Q2 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.