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Avant Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Avant Financial Advisors’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 		$15.8M Sell
42,678
-66
-0.2% -$23.6K 9.84% 1
2026
Q1 		$13.7M Buy
42,744
+954
+2% +$320K 9.64% 1
2025
Q4 		$14M Buy
41,790
+1,711
+4% +$569K 10.07% 1
2025
Q3 		$13.2M Buy
40,079
+420
+1% +$133K 9.91% 1
2025
Q2 		$12.1M Buy
39,659
+601
+2% +$169K 9.93% 1
2025
Q1 		$10.7M Buy
39,058
+357
+0.9% +$104K 9.74% 1
2024
Q4 		$11.2M Buy
+38,701
New +$11.3M 10.3% 1

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Avant Financial Advisors's VTI Position: Q2 2026 in Review

Avant Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.15% in Q2 2026, selling an estimated $23.6K and leaving 42,678 shares worth $15.8M. The position accounts for 9.84% of the portfolio, ranked #1.

Avant Financial Advisors first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 1,346 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Avant Financial Advisors held 42,678 shares of Vanguard Total Stock Market ETF worth $15.8M as of Q2 2026.
  • Avant Financial Advisors sold 66 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $23.6K.
  • Vanguard Total Stock Market ETF made up 9.84% of Avant Financial Advisors's portfolio in Q2 2026, its #1 holding.
  • Avant Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,346 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.