Keating Financial Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Keating Financial Advisory Services’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.96M	Sell	12,474 -971	-7%	-$148K	0.26%	64
2026 Q1	$1.86M	Sell	13,445 -1,285	-9%	-$185K	0.3%	61
2025 Q4	$2.08M	Buy	+14,730	New	+$2.06M	0.28%	61

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Keating Financial Advisory Services's VT Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its Vanguard Total World Stock ETF (VT) stake by 7.2% in Q2 2026, selling an estimated $148K and leaving 12,474 shares worth $1.96M. The position accounts for 0.26% of the portfolio, ranked #64.

Keating Financial Advisory Services first reported a position in VT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.08M in Q4 2025. 1,315 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Keating Financial Advisory Services held 12,474 shares of Vanguard Total World Stock ETF worth $1.96M as of Q2 2026.
Keating Financial Advisory Services sold 971 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $148K.
Vanguard Total World Stock ETF made up 0.26% of Keating Financial Advisory Services's portfolio in Q2 2026, its #64 holding.
Keating Financial Advisory Services first reported a position in Vanguard Total World Stock ETF in Q4 2025 and has held it in 3 quarters since.
Keating Financial Advisory Services's Vanguard Total World Stock ETF position peaked at $2.08M in Q4 2025.
1,315 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.