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 Q3	$3M	Sell	8,022 -283	-3%	-$106K	0.39%	45
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

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Narodna banka Slovenska Bratislava $3.39B AUM

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Keating Financial Advisory Services's VTI Position: Q3 2026 in Review

Keating Financial Advisory Services reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q3 2026, selling an estimated $106K and leaving 8,022 shares worth $3M. The position accounts for 0.39% of the portfolio, ranked #45.

Keating Financial Advisory Services first reported a position in VTI in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.07M in Q2 2026. 3,086 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Keating Financial Advisory Services held 8,022 shares of Vanguard Morningstar Total Stock Market ETF worth $3M as of Q3 2026.
Keating Financial Advisory Services sold 283 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $106K.
Vanguard Morningstar Total Stock Market ETF made up 0.39% of Keating Financial Advisory Services's portfolio in Q3 2026, its #45 holding.
Keating Financial Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and has held it in 4 quarters since.
Keating Financial Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $3.07M in Q2 2026.
3,086 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Keating Financial Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.