Kestra Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Kestra Investment Management’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	$4.54M	Buy	12,270 +278	+2%	+$99.4K	0.09%	86
2026 Q1	$3.85M	Buy	11,992 +9,002	+301%	+$3.02M	0.07%	84
2025 Q4	$1M	Buy	2,990 +49	+2%	+$16.3K	0.02%	205
2025 Q3	$965K	Sell	2,941 -24,517	-89%	-$7.74M	0.03%	204
2025 Q2	$7.98M	Buy	27,458 +14,985	+120%	+$4.21M	0.12%	67
2025 Q1	$3.43M	Buy	12,473 +410	+3%	+$119K	0.11%	69
2024 Q4	$3.5M	Buy	12,063 +865	+8%	+$252K	0.14%	64
2024 Q3	$3.17M	Buy	+11,198	New	+$3.05M	0.14%	66

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 Investment Management's VTI Position: Q2 2026 in Review

Kestra Investment Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, buying an estimated $99.4K and bringing the position to 12,270 shares worth $4.54M. The position accounts for 0.09% of the portfolio, ranked #86.

Kestra Investment Management first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. The position peaked at $7.98M in Q2 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Kestra Investment Management held 12,270 shares of Vanguard Morningstar Total Stock Market ETF worth $4.54M as of Q2 2026.
Kestra Investment Management bought 278 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $99.4K.
Vanguard Morningstar Total Stock Market ETF made up 0.09% of Kestra Investment Management's portfolio in Q2 2026, its #86 holding.
Kestra Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Investment Management's Vanguard Morningstar Total Stock Market ETF position peaked at $7.98M in Q2 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.