Avant Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Avant Capital’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.26M	Sell	13,267 -279	-2%	-$93.6K	2.99%	12
2025 Q4	$4.54M	Buy	13,546 +224	+2%	+$74.5K	3.12%	12
2025 Q3	$4.37M	Sell	13,322 -137	-1%	-$43.3K	3.08%	12
2025 Q2	$4.09M	Buy	13,459 +337	+3%	+$94.8K	3.17%	13
2025 Q1	$3.61M	Buy	13,122 +113	+0.9%	+$32.8K	3%	15
2024 Q4	$3.77M	Buy	+13,009	New	+$3.8M	3.13%	15
2023 Q3	$2.85M	Sell	13,395 -243	-2%	-$53.8K	3.25%	15
2023 Q2	$3M	Sell	13,638 -168	-1%	-$35K	3.32%	15
2023 Q1	$2.82M	Sell	13,806 -93	-0.7%	-$18.6K	3.26%	15
2022 Q4	$2.66M	Sell	13,899 -147	-1%	-$28.3K	3.26%	15
2022 Q3	$2.52M	Buy	14,046 +396	+3%	+$78.9K	3.4%	14
2022 Q2	$2.58M	Buy	13,650 +21	+0.2%	+$4.32K	3.33%	14
2022 Q1	$3.1M	Buy	13,629 +403	+3%	+$90.6K	3.47%	13
2021 Q4	$3.19M	Buy	+13,226	New	+$3.12M	3.51%	13

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avant Capital's VTI Position: Q1 2026 in Review

Avant Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.1% in Q1 2026, selling an estimated $93.6K and leaving 13,267 shares worth $4.26M. The position accounts for 2.99% of the portfolio, ranked #12.

Avant Capital first reported a position in VTI in Q4 2021 and has held it in 14 quarters since. The position peaked at $4.54M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Avant Capital held 13,267 shares of Vanguard Morningstar Total Stock Market ETF worth $4.26M as of Q1 2026.
Avant Capital sold 279 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $93.6K.
Vanguard Morningstar Total Stock Market ETF made up 2.99% of Avant Capital's portfolio in Q1 2026, its #12 holding.
Avant Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 14 quarters since.
Avant Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $4.54M in Q4 2025.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Avant Capital's 13F filing for Q1 2026, filed 12 May 2026.