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Keystone Financial Services (Colorado)’s Vanguard 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
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 $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

Keystone Financial Services (Colorado)'s VTI Position: Q1 2026 in Review

Keystone Financial Services (Colorado) increased its Vanguard Total Stock Market ETF (VTI) stake by 0.67% in Q1 2026, buying an estimated $5.03K and bringing the position to 2,258 shares worth $725K. The position accounts for 0.21% of the portfolio, ranked #53.

Keystone Financial Services (Colorado) first reported a position in VTI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.55M in Q4 2021. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Keystone Financial Services (Colorado) held 2,258 shares of Vanguard Total Stock Market ETF worth $725K as of Q1 2026.
  • Keystone Financial Services (Colorado) bought 15 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $5.03K.
  • Vanguard Total Stock Market ETF made up 0.21% of Keystone Financial Services (Colorado)'s portfolio in Q1 2026, its #53 holding.
  • Keystone Financial Services (Colorado) first reported a position in Vanguard Total Stock Market ETF in Q4 2021 and has held it in 18 quarters since.
  • Keystone Financial Services (Colorado)'s Vanguard Total Stock Market ETF position peaked at $1.55M in Q4 2021.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q1 2026, filed 6 May 2026.