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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
Q2 		$1.11M Buy
7,048
+748
+12% +$114K 0.01% 846
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 $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CA
Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
BT
Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Kestra Private Wealth Services's VT Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Vanguard Total World Stock ETF (VT) stake by 12% in Q2 2026, buying an estimated $114K and bringing the position to 7,048 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #846.

Kestra Private Wealth Services first reported a position in VT in Q3 2020 and has held it in 24 quarters since. 1,321 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Kestra Private Wealth Services held 7,048 shares of Vanguard Total World Stock ETF worth $1.11M as of Q2 2026.
  • Kestra Private Wealth Services bought 748 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Total World Stock ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #846 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Total World Stock ETF in Q3 2020 and has held it in 24 quarters since.
  • 1,321 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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