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

Kestra 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	$28.5M	Buy	181,367 +132,584	+272%	+$20.2M	0.09%	228
2026 Q1	$6.75M	Buy	48,783 +7,509	+18%	+$1.08M	0.03%	643
2025 Q4	$5.82M	Sell	41,274 -356	-0.9%	-$49.8K	0.02%	640
2025 Q3	$5.74M	Sell	41,630 -5,299	-11%	-$704K	0.03%	615
2025 Q2	$6.03M	Buy	46,929 +4,375	+10%	+$523K	0.03%	551
2025 Q1	$4.93M	Sell	42,554 -3,017	-7%	-$361K	0.02%	580
2024 Q4	$5.35M	Sell	45,571 -2,085	-4%	-$250K	0.03%	550
2024 Q3	$5.7M	Sell	47,656 -1,983	-4%	-$228K	0.03%	544
2024 Q2	$5.32M	Buy	49,639 +18,341	+59%	+$2.02M	0.03%	568
2024 Q1	$3.46M	Sell	31,298 -574	-2%	-$60.7K	0.02%	654
2023 Q4	$3.28M	Sell	31,872 -721	-2%	-$69.4K	0.03%	605
2023 Q3	$3.04M	Sell	32,593 -4,418	-12%	-$429K	0.03%	540
2023 Q2	$3.59M	Buy	37,011 +123	+0.3%	+$11.5K	0.04%	481
2023 Q1	$3.4M	Buy	36,888 +1,376	+4%	+$125K	0.04%	468
2022 Q4	$3.06M	Buy	35,512 +116	+0.3%	+$9.91K	0.03%	581
2022 Q3	$2.79M	Buy	35,396 +1,647	+5%	+$145K	0.03%	547
2022 Q2	$2.88M	Buy	33,749 +1,618	+5%	+$150K	0.03%	537
2022 Q1	$3.25M	Buy	32,131 +2,070	+7%	+$210K	0.03%	508
2021 Q4	$3.23M	Sell	30,061 -810	-3%	-$86.1K	0.03%	519
2021 Q3	$3.14M	Buy	30,871 +252	+0.8%	+$26.4K	0.03%	542
2021 Q2	$3.17M	Sell	30,619 -1,976	-6%	-$201K	0.04%	499
2021 Q1	$3.17M	Sell	32,595 -11,192	-26%	-$1.08M	0.04%	456
2020 Q4	$4.05M	Sell	43,787 -1,049	-2%	-$91K	0.05%	387
2020 Q3	$3.61M	Buy	+44,836	New	+$3.6M	0.07%	297

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

Kestra Advisory Services's VT Position: Q2 2026 in Review

Kestra Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 272% in Q2 2026, buying an estimated $20.2M and bringing the position to 181,367 shares worth $28.5M. The position accounts for 0.09% of the portfolio, ranked #228.

Kestra Advisory Services first reported a position in VT in Q3 2020 and has held it in 24 quarters since. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Kestra Advisory Services held 181,367 shares of Vanguard Total World Stock ETF worth $28.5M as of Q2 2026.
Kestra Advisory Services bought 132,584 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $20.2M.
Vanguard Total World Stock ETF made up 0.09% of Kestra Advisory Services's portfolio in Q2 2026, its #228 holding.
Kestra Advisory Services first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 24 quarters since.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.