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AE Wealth Management’s Vestis VSTS Stock Holding History

AE Wealth Management’s Portfolio VSTS Stock Details VSTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$825K Sell
56,841
-3,812
-6% -$42.5K ﹤0.01% 989
2026
Q1 		$477K Buy
60,653
+29,996
+98% +$219K ﹤0.01% 1138
2025
Q4 		$204K Buy
30,657
+17,478
+133% +$102K ﹤0.01% 1514
2025
Q3 		$59.7K Buy
+13,179
New +$67.6K ﹤0.01% 1684

Other funds holding VSTS

CM
Corvex Management New York $3.27B AUM 38.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.56% 1-Year Est. Return
GPC
Greenstone Partners & Co Larkspur, California $433M AUM 41.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AE Wealth Management's VSTS Position: Q2 2026 in Review

AE Wealth Management reduced its Vestis (VSTS) stake by 6.3% in Q2 2026, selling an estimated $42.5K and leaving 56,841 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

AE Wealth Management first reported a position in VSTS in Q3 2025 and has held it in 4 quarters since. 283 funds tracked by Wall St. Rank hold VSTS as of Q2 2026.

  • AE Wealth Management held 56,841 shares of Vestis worth $825K as of Q2 2026.
  • AE Wealth Management sold 3,812 Vestis shares in Q2 2026, an estimated $42.5K.
  • Vestis made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #989 holding.
  • AE Wealth Management first reported a position in Vestis in Q3 2025 and has held it in 4 quarters since.
  • 283 funds tracked by Wall St. Rank held Vestis as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.