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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
Q2 		$5.17M Buy
13,982
+715
+5% +$256K 3.24% 12
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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avant Capital's VTI Position: Q2 2026 in Review

Avant Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 5.4% in Q2 2026, buying an estimated $256K and bringing the position to 13,982 shares worth $5.17M. The position accounts for 3.24% of the portfolio, ranked #12.

Avant Capital first reported a position in VTI in Q4 2021 and has held it in 15 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Avant Capital held 13,982 shares of Vanguard Morningstar Total Stock Market ETF worth $5.17M as of Q2 2026.
  • Avant Capital bought 715 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $256K.
  • Vanguard Morningstar Total Stock Market ETF made up 3.24% of Avant Capital's portfolio in Q2 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 15 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Avant Capital's 13F filing for Q2 2026, filed 12 Aug 2026.