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

Kestra Private Wealth 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
Q1 		$871K Buy
6,300
+9
+0.1% +$1.29K 0.01% 906
2025
Q4 		$887K Buy
6,291
+60
+1% +$8.39K 0.01% 859
2025
Q3 		$859K Buy
6,231
+306
+5% +$40.7K 0.01% 846
2025
Q2 		$761K Buy
5,925
+838
+16% +$100K 0.01% 847
2025
Q1 		$590K Sell
5,087
-893
-15% -$107K 0.01% 877
2024
Q4 		$703K Buy
5,980
+2,378
+66% +$285K 0.01% 779
2024
Q3 		$431K Sell
3,602
-2,218
-38% -$255K 0.01% 934
2024
Q2 		$656K Sell
5,820
-869
-13% -$95.8K 0.01% 727
2024
Q1 		$739K Sell
6,689
-135
-2% -$14.3K 0.02% 650
2023
Q4 		$702K Buy
6,824
+293
+4% +$28.2K 0.02% 619
2023
Q3 		$609K Buy
6,531
+574
+10% +$55.7K 0.02% 604
2023
Q2 		$578K Sell
5,957
-124
-2% -$11.6K 0.02% 590
2023
Q1 		$560K Sell
6,081
-16
-0.3% -$1.45K 0.02% 565
2022
Q4 		$526K Buy
6,097
+2,199
+56% +$188K 0.03% 510
2022
Q3 		$308K Buy
3,898
+218
+6% +$19.2K 0.02% 642
2022
Q2 		$314K Sell
3,680
-240
-6% -$22.2K 0.02% 643
2022
Q1 		$397K Sell
3,920
-985
-20% -$99.8K 0.02% 655
2021
Q4 		$527K Buy
4,905
+30
+0.6% +$3.19K 0.03% 571
2021
Q3 		$496K Sell
4,875
-193
-4% -$20.2K 0.03% 533
2021
Q2 		$525K Buy
5,068
+416
+9% +$42.4K 0.03% 494
2021
Q1 		$453K Sell
4,652
-190
-4% -$18.3K 0.03% 478
2020
Q4 		$448K Sell
4,842
-425
-8% -$36.9K 0.03% 465
2020
Q3 		$425K Buy
+5,267
New +$423K 0.04% 417

Other funds holding VT

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kestra Private Wealth Services's VT Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Vanguard Total World Stock ETF (VT) stake by 0.14% in Q1 2026, buying an estimated $1.29K and bringing the position to 6,300 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #906.

Kestra Private Wealth Services first reported a position in VT in Q3 2020 and has held it in 23 quarters since. The position peaked at $887K in Q4 2025. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Kestra Private Wealth Services held 6,300 shares of Vanguard Total World Stock ETF worth $871K as of Q1 2026.
  • Kestra Private Wealth Services bought 9 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $1.29K.
  • Vanguard Total World Stock ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #906 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard Total World Stock ETF position peaked at $887K in Q4 2025.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.