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
Other major holders of VTI: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, Rakuten Investment Management, Inc.
Increased |
| 740,108 |
+29.3% |
| $237.4M |
| 0.9% |
| $335.73 |
54 |
| 2025-Q4 | Increased | 572,413 | +8.5% | $191.9M | 0.8% | $337.85 | 47 |
| 2025-Q3 | Decreased | 527,549 | -7.8% | $173.1M | 0.8% | $326.17 | 0 |
| 2025-Q2 | Increased | 572,106 | +8.0% | $173.9M | 0.8% | $300.71 | 46 |
| 2025-Q1 | Decreased | 529,748 | -21.3% | $145.6M | 0.7% | $271.08 | 0 |
| 2024-Q4 | Decreased | 672,659 | -5.4% | $194.9M | 1.1% | $287.31 | 0 |
| 2024-Q3 | Decreased | 710,775 | -20.9% | $201.3M | 1.1% | $277.75 | 0 |
| 2024-Q2 | Increased | 898,933 | +16.1% | $220.4M | 1.2% | $262.63 | 56 |