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Kestra Private Wealth Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Kestra Private Wealth 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
Q1 		$22.8M Sell
71,128
-5,606
-7% -$1.88M 0.28% 73
2025
Q4 		$25.7M Buy
76,734
+2,308
+3% +$768K 0.32% 59
2025
Q3 		$24.4M Buy
74,426
+4,217
+6% +$1.33M 0.32% 60
2025
Q2 		$21.3M Sell
70,209
-9,389
-12% -$2.64M 0.31% 61
2025
Q1 		$21.9M Sell
79,598
-3,913
-5% -$1.14M 0.36% 52
2024
Q4 		$24.2M Buy
83,511
+2,832
+4% +$826K 0.41% 43
2024
Q3 		$22.8M Sell
80,679
-7,291
-8% -$1.99M 0.42% 43
2024
Q2 		$23.5M Sell
87,970
-3,681
-4% -$953K 0.47% 39
2024
Q1 		$23.8M Sell
91,651
-5,291
-5% -$1.31M 0.54% 31
2023
Q4 		$23M Buy
96,942
+6,524
+7% +$1.44M 0.59% 27
2023
Q3 		$19.2M Buy
90,418
+8,727
+11% +$1.93M 0.6% 25
2023
Q2 		$18M Buy
81,691
+1,767
+2% +$369K 0.62% 22
2023
Q1 		$16.3M Buy
79,924
+436
+0.5% +$87.3K 0.65% 24
2022
Q4 		$15.2M Sell
79,488
-1,234
-2% -$238K 0.77% 17
2022
Q3 		$14.5M Buy
80,722
+16,180
+25% +$3.22M 0.84% 13
2022
Q2 		$12.2M Buy
64,542
+4,145
+7% +$852K 0.69% 18
2022
Q1 		$13.8M Buy
60,397
+1,351
+2% +$304K 0.68% 20
2021
Q4 		$14.3M Buy
59,046
+4,009
+7% +$946K 0.68% 19
2021
Q3 		$12.2M Buy
55,037
+1,521
+3% +$347K 0.68% 21
2021
Q2 		$11.9M Buy
53,516
+1,288
+2% +$280K 0.73% 19
2021
Q1 		$10.8M Sell
52,228
-39
-0.1% -$7.89K 0.75% 17
2020
Q4 		$10.1M Buy
52,267
+8,517
+19% +$1.56M 0.75% 19
2020
Q3 		$7.45M Buy
+43,750
New +$7.36M 0.65% 28

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Kestra Private Wealth Services reduced its Vanguard Total Stock Market ETF (VTI) stake by 7.3% in Q1 2026, selling an estimated $1.88M and leaving 71,128 shares worth $22.8M. The position accounts for 0.28% of the portfolio, ranked #73.

Kestra Private Wealth Services first reported a position in VTI in Q3 2020 and has held it in 23 quarters since. The position peaked at $25.7M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Kestra Private Wealth Services held 71,128 shares of Vanguard Total Stock Market ETF worth $22.8M as of Q1 2026.
  • Kestra Private Wealth Services sold 5,606 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.88M.
  • Vanguard Total Stock Market ETF made up 0.28% of Kestra Private Wealth Services's portfolio in Q1 2026, its #73 holding.
  • Kestra Private Wealth Services first reported a position in Vanguard Total Stock Market ETF in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Vanguard Total Stock Market ETF position peaked at $25.7M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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