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Kestra Advisory Services, LLC: VGIT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kestra Advisory Services, LLC on VGIT, newest first. How the timeline and the estimate are built.

Kestra Advisory Services, LLC held 2,733,056 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,733,056 shares
    Change vs previous 13F -1,094,026 shares

    0.36% of the 13F portfolio, value $161,195,669.

    13F-HR 0001962449-26-000004 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 72,626 shares
    • Kestra Advisory Services, LLC: 764,919 shares
    • Kestra Investment Management, LLC: 1,895,511 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,827,082 shares
    Change vs previous 13F +2,435,986 shares

    0.57% of the 13F portfolio, value $227,905,245.

    13F-HR 0001962449-26-000002 filed by Kestra Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 68,656 shares
    • Kestra Advisory Services, LLC: 761,864 shares
    • Kestra Investment Management, LLC: 2,996,562 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,391,096 shares
    Change vs previous 13F +382,207 shares

    0.23% of the 13F portfolio, value $83,368,354.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,807 shares
    • Kestra Advisory Services, LLC: 717,518 shares
    • Kestra Investment Management, LLC: 623,771 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,008,889 shares
    Change vs previous 13F +34,101 shares

    0.18% of the 13F portfolio, value $60,563,564.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,698 shares
    • Kestra Advisory Services, LLC: 616,766 shares
    • Kestra Investment Management, LLC: 363,425 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 974,788 shares
    Change vs previous 13F +442,365 shares

    0.19% of the 13F portfolio, value $58,302,074.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 28,920 shares
    • Kestra Advisory Services, LLC: 616,110 shares
    • Kestra Investment Management, LLC: 329,758 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 532,423 shares
    Change vs previous 13F +90,153 shares

    0.12% of the 13F portfolio, value $31,625,926.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 26,341 shares
    • Kestra Advisory Services, LLC: 506,082 shares
    • Kestra Investment Management, LLC: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 442,270 shares
    Change vs previous 13F -4,542 shares

    0.1% of the 13F portfolio, value $25,651,660.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 29,548 shares
    • Kestra Advisory Services, LLC: 412,245 shares
    • Kestra Investment Management, LLC: 477 shares

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 446,812 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $26,996,363.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 75,337 shares
    • Kestra Advisory Services, LLC: 371,475 shares

    Acceptance time not in the bulk data set (spec §4.2).