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Kestra Advisory Services, LLC: VTI position timeline

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

Kestra Advisory Services, LLC held 845,336 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 845,336 shares
    Change vs previous 13F +22,108 shares

    0.69% of the 13F portfolio, value $312,808,380.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 77,169 shares
    • Kestra Advisory Services, LLC: 755,897 shares
    • Kestra Investment Management, LLC: 12,270 shares

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

  2. period ended2026-03-31
    13F 823,228 shares
    Change vs previous 13F +171,091 shares

    0.65% of the 13F portfolio, value $264,099,480.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 71,128 shares
    • Kestra Advisory Services, LLC: 740,108 shares
    • Kestra Investment Management, LLC: 11,992 shares

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

  3. period ended2025-12-31
    13F 652,137 shares
    Change vs previous 13F +47,221 shares

    0.6% of the 13F portfolio, value $218,641,861.

    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: 76,734 shares
    • Kestra Advisory Services, LLC: 572,413 shares
    • Kestra Investment Management, LLC: 2,990 shares

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

  4. period ended2025-09-30
    13F 604,916 shares
    Change vs previous 13F -52,384 shares

    0.6% of the 13F portfolio, value $198,515,386.

    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: 74,426 shares
    • Kestra Advisory Services, LLC: 527,549 shares
    • Kestra Investment Management, LLC: 2,941 shares

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

  5. period ended2025-06-30
    13F/A 657,300 shares
    Change vs previous 13F +35,481 shares

    0.65% of the 13F portfolio, value $199,773,303.

    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: 70,209 shares
    • Kestra Advisory Services, LLC: 572,106 shares
    • Kestra Investment Management, LLC: 14,985 shares

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

  6. period ended2025-03-31
    13F/A 621,819 shares
    Change vs previous 13F -146,414 shares

    0.57% of the 13F portfolio, value $170,900,734.

    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: 79,598 shares
    • Kestra Advisory Services, LLC: 529,748 shares
    • Kestra Investment Management, LLC: 12,473 shares

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

  7. period ended2024-12-31
    13F 768,233 shares
    Change vs previous 13F -34,419 shares

    0.83% of the 13F portfolio, value $222,641,615.

    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: 83,511 shares
    • Kestra Advisory Services, LLC: 672,659 shares
    • Kestra Investment Management, LLC: 12,063 shares

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

  8. period ended2024-09-30
    13F 802,652 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $227,278,831.

    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: 80,679 shares
    • Kestra Advisory Services, LLC: 710,775 shares
    • Kestra Investment Management, LLC: 11,198 shares

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