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Keystone Financial Services (Colorado)’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Keystone Financial Services (Colorado)’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 		$678K Sell
1,833
-425
-19% -$152K 0.17% 61
2026
Q1 		$725K Buy
2,258
+15
+0.7% +$5.03K 0.21% 53
2025
Q4 		$752K Sell
2,243
-66
-3% -$22K 0.23% 54
2025
Q3 		$758K Sell
2,309
-486
-17% -$154K 0.23% 52
2025
Q2 		$850K Sell
2,795
-31
-1% -$8.72K 0.29% 44
2025
Q1 		$777K Buy
2,826
+9
+0.3% +$2.62K 0.3% 45
2024
Q4 		$817K Sell
2,817
-49
-2% -$14.3K 0.31% 35
2024
Q3 		$812K Sell
2,866
-26
-0.9% -$7.09K 0.31% 36
2024
Q2 		$774K Sell
2,892
-1,372
-32% -$355K 0.32% 36
2024
Q1 		$1.11M Buy
4,264
+375
+10% +$92.8K 0.48% 28
2023
Q4 		$923K Sell
3,889
-484
-11% -$107K 0.44% 27
2023
Q3 		$929K Buy
4,373
+5
+0.1% +$1.11K 0.49% 25
2023
Q2 		$962K Buy
4,368
+10
+0.2% +$2.09K 0.49% 20
2023
Q1 		$890K Buy
4,358
+56
+1% +$11.2K 0.48% 21
2022
Q4 		$879K Buy
4,302
+137
+3% +$26.4K 0.47% 22
2022
Q3 		$795K Sell
4,165
-142
-3% -$28.3K 0.46% 25
2022
Q2 		$882K Sell
4,307
-2,106
-33% -$433K 0.48% 23
2022
Q1 		$1.27M Sell
6,413
-14
-0.2% -$3.15K 0.73% 19
2021
Q4 		$1.55M Buy
+6,427
New +$1.52M 0.8% 19

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Keystone Financial Services (Colorado)'s VTI Position: Q2 2026 in Review

Keystone Financial Services (Colorado) reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 19% in Q2 2026, selling an estimated $152K and leaving 1,833 shares worth $678K. The position accounts for 0.17% of the portfolio, ranked #61.

Keystone Financial Services (Colorado) first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.55M in Q4 2021. 3,689 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Keystone Financial Services (Colorado) held 1,833 shares of Vanguard Morningstar Total Stock Market ETF worth $678K as of Q2 2026.
  • Keystone Financial Services (Colorado) sold 425 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $152K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Keystone Financial Services (Colorado)'s portfolio in Q2 2026, its #61 holding.
  • Keystone Financial Services (Colorado) first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • Keystone Financial Services (Colorado)'s Vanguard Morningstar Total Stock Market ETF position peaked at $1.55M in Q4 2021.
  • 3,689 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.