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

Keating Financial Advisory Services’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	$3.07M	Sell	8,305 -55	-0.7%	-$19.7K	0.4%	44
2026 Q1	$2.68M	Sell	8,360 -268	-3%	-$89.9K	0.43%	38
2025 Q4	$2.89M	Buy	+8,628	New	+$2.87M	0.39%	42

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Keating Financial Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.66% in Q2 2026, selling an estimated $19.7K and leaving 8,305 shares worth $3.07M. The position accounts for 0.4% of the portfolio, ranked #44.

Keating Financial Advisory Services first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Keating Financial Advisory Services held 8,305 shares of Vanguard Morningstar Total Stock Market ETF worth $3.07M as of Q2 2026.
Keating Financial Advisory Services sold 55 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $19.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.4% of Keating Financial Advisory Services's portfolio in Q2 2026, its #44 holding.
Keating Financial Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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