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VTI
Showing 8 of 23 quarters

Position history for Kestra Advisory Services, LLC's holdings in VANGUARD INDEX FDS

Kestra Advisory Services, LLC holds 740,108 shares of VTI (VANGUARD INDEX FDS), worth $237.4M as of 2026-Q1. The position was increased (+29.3% shares). VTI represents 0.9% of Kestra Advisory Services, LLC's portfolio.

Current Value

$237.4M

Current Shares

740,108

Total Value Change

+$17M

Total Shares Change

-158,825

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
740,108
+29.3%
$237.4M0.9%$335.73
54
2025-Q4
Increased
572,413
+8.5%
$191.9M0.8%$337.85
47
2025-Q3
Decreased
527,549
-7.8%
$173.1M0.8%$326.17
0
2025-Q2
Increased
572,106
+8.0%
$173.9M0.8%$300.71
46
2025-Q1
Decreased
529,748
-21.3%
$145.6M0.7%$271.08
0
2024-Q4
Decreased
672,659
-5.4%
$194.9M1.1%$287.31
0
2024-Q3
Decreased
710,775
-20.9%
$201.3M1.1%$277.75
0
2024-Q2
Increased
898,933
+16.1%
$220.4M1.2%$262.63
56

Other major holders of VTI: Rakuten Investment Management, Inc., VANGUARD GROUP INC

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