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Keystone Wealth Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Keystone 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
Q2 		$1.48M Buy
4,006
+7
+0.2% +$2.5K 0.28% 91
2026
Q1 		$1.28M Buy
3,999
+123
+3% +$41.3K 0.27% 96
2025
Q4 		$1.3M Sell
3,876
-179
-4% -$59.5K 0.27% 76
2025
Q3 		$1.33M Sell
4,055
-104
-3% -$32.9K 0.29% 86
2025
Q2 		$1.26M Buy
4,159
+569
+16% +$160K 0.3% 80
2025
Q1 		$987K Buy
3,590
+203
+6% +$59K 0.27% 90
2024
Q4 		$982K Buy
3,387
+143
+4% +$41.7K 0.26% 90
2024
Q3 		$919K Buy
3,244
+793
+32% +$216K 0.25% 96
2024
Q2 		$656K Buy
2,451
+32
+1% +$8.28K 0.2% 110
2024
Q1 		$629K Hold
2,419
– – 0.2% 110
2023
Q4 		$574K Hold
2,419
– – 0.2% 111
2023
Q3 		$514K Hold
2,419
– – 0.2% 114
2023
Q2 		$533K Hold
2,419
– – 0.2% 111
2023
Q1 		$494K Hold
2,419
– – 0.2% 114
2022
Q4 		$462K Buy
2,419
+160
+7% +$30.8K 0.2% 110
2022
Q3 		$405K Sell
2,259
-13
-0.6% -$2.59K 0.19% 98
2022
Q2 		$429K Sell
2,272
-815
-26% -$167K 0.19% 100
2022
Q1 		$703K Sell
3,087
-6
-0.2% -$1.35K 0.28% 78
2021
Q4 		$747K Buy
+3,093
New +$730K 0.3% 73

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 Wealth Services's VTI Position: Q2 2026 in Review

Keystone Wealth Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.18% in Q2 2026, buying an estimated $2.5K and bringing the position to 4,006 shares worth $1.48M. The position accounts for 0.28% of the portfolio, ranked #91.

Keystone Wealth Services first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Keystone Wealth Services held 4,006 shares of Vanguard Morningstar Total Stock Market ETF worth $1.48M as of Q2 2026.
  • Keystone Wealth Services bought 7 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $2.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.28% of Keystone Wealth Services's portfolio in Q2 2026, its #91 holding.
  • Keystone Wealth Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Keystone Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.