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

Kestra 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	$280M	Buy	755,897 +15,789	+2%	+$5.65M	0.9%	13
2026 Q1	$237M	Buy	740,108 +167,695	+29%	+$56.3M	0.9%	12
2025 Q4	$192M	Buy	572,413 +44,864	+9%	+$14.9M	0.79%	14
2025 Q3	$173M	Sell	527,549 -44,557	-8%	-$14.1M	0.79%	14
2025 Q2	$174M	Buy	572,106 +42,358	+8%	+$11.9M	0.85%	14
2025 Q1	$146M	Sell	529,748 -142,911	-21%	-$41.5M	0.7%	15
2024 Q4	$195M	Sell	672,659 -38,116	-5%	-$11.1M	1.07%	10
2024 Q3	$201M	Sell	710,775 -188,158	-21%	-$51.3M	1.11%	11
2024 Q2	$220M	Buy	898,933 +125,003	+16%	+$32.4M	1.23%	10
2024 Q1	$201M	Buy	773,930 +67,208	+10%	+$16.6M	1.35%	10
2023 Q4	$168M	Buy	706,722 +6,988	+1%	+$1.54M	1.36%	8
2023 Q3	$149M	Buy	699,734 +33,721	+5%	+$7.46M	1.46%	7
2023 Q2	$147M	Buy	666,013 +14,664	+2%	+$3.06M	1.47%	7
2023 Q1	$133M	Sell	651,349 -30,844	-5%	-$6.17M	1.44%	7
2022 Q4	$130M	Sell	682,193 -22,144	-3%	-$4.27M	1.16%	6
2022 Q3	$126M	Buy	704,337 +30,787	+5%	+$6.14M	1.35%	5
2022 Q2	$127M	Buy	673,550 +103,895	+18%	+$21.3M	1.31%	6
2022 Q1	$130M	Buy	569,655 +11,464	+2%	+$2.58M	1.35%	6
2021 Q4	$135M	Sell	558,191 -50,516	-8%	-$11.9M	1.36%	6
2021 Q3	$135M	Buy	608,707 +71,828	+13%	+$16.4M	1.35%	5
2021 Q2	$120M	Buy	536,879 +27,733	+5%	+$6.02M	1.36%	5
2021 Q1	$105M	Sell	509,146 -160,088	-24%	-$32.4M	1.34%	5
2020 Q4	$130M	Buy	669,234 +166,512	+33%	+$30.4M	1.5%	6
2020 Q3	$85.7M	Buy	+502,722	New	+$84.6M	1.6%	6

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

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

Kestra Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q2 2026, buying an estimated $5.65M and bringing the position to 755,897 shares worth $280M. The position accounts for 0.9% of the portfolio, ranked #13.

Kestra Advisory Services first reported a position in VTI in Q3 2020 and has held it in 24 quarters since. 3,684 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kestra Advisory Services held 755,897 shares of Vanguard Morningstar Total Stock Market ETF worth $280M as of Q2 2026.
Kestra Advisory Services bought 15,789 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.65M.
Vanguard Morningstar Total Stock Market ETF made up 0.9% of Kestra Advisory Services's portfolio in Q2 2026, its #13 holding.
Kestra Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2020 and has held it in 24 quarters since.
3,684 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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