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Kinetic Wealth Investment Advisors LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kinetic Wealth Investment Advisors LLC’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 		$2.37M Buy
+6,416
New +$2.29M 1.12% 16

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

Kinetic Wealth Investment Advisors LLC's VTI Position: Q2 2026 in Review

Kinetic Wealth Investment Advisors LLC opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 6,416 shares worth $2.37M. The stake represents 1.12% of the portfolio and ranks #16 among its holdings.

3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Kinetic Wealth Investment Advisors LLC held 6,416 shares of Vanguard Morningstar Total Stock Market ETF worth $2.37M as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Kinetic Wealth Investment Advisors LLC position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 1.12% of Kinetic Wealth Investment Advisors LLC's portfolio in Q2 2026, its #16 holding.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kinetic Wealth Investment Advisors LLC's 13F filing for Q2 2026, filed 2 Sep 2026.