AAS
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Avantax Advisory Services’s Vanguard Total Stock Market ETF VTI Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$85.8M Buy
282,434
+15,011
+6% +$4.22M 0.47% 29
2025
Q1 		$73.5M Buy
267,423
+9,600
+4% +$2.79M 0.45% 31
2024
Q4 		$74.7M Buy
257,823
+21,258
+9% +$6.2M 0.47% 31
2024
Q3 		$67M Buy
236,565
+11,743
+5% +$3.2M 0.44% 31
2024
Q2 		$60.1M Sell
224,822
-32,297
-13% -$8.36M 0.43% 31
2024
Q1 		$66.8M Buy
257,119
+15,813
+7% +$3.91M 0.59% 22
2023
Q4 		$57.2M Buy
241,306
+36,342
+18% +$8.03M 0.57% 22
2023
Q3 		$43.5M Buy
204,964
+6,039
+3% +$1.34M 0.49% 25
2023
Q2 		$43.8M Buy
198,925
+19,287
+11% +$4.02M 0.5% 27
2023
Q1 		$36.7M Buy
179,638
+1,114
+0.6% +$223K 0.45% 27
2022
Q4 		$34.1M Buy
178,524
+8,974
+5% +$1.73M 0.46% 27
2022
Q3 		$30.4M Buy
169,550
+5,648
+3% +$1.13M 0.47% 27
2022
Q2 		$30.9M Buy
163,902
+5,968
+4% +$1.23M 0.47% 28
2022
Q1 		$36M Buy
157,934
+19,536
+14% +$4.39M 0.49% 28
2021
Q4 		$33.4M Buy
138,398
+5,521
+4% +$1.3M 0.5% 28
2021
Q3 		$29.5M Sell
132,877
-4,306
-3% -$982K 0.49% 28
2021
Q2 		$30.6M Buy
137,183
+6,227
+5% +$1.35M 0.55% 25
2021
Q1 		$27.1M Buy
130,956
+6,211
+5% +$1.26M 0.58% 24
2020
Q4 		$24.3M Sell
124,745
-95,186
-43% -$17.4M 0.58% 26
2020
Q3 		$37.5M Buy
219,931
+101,466
+86% +$17.1M 0.6% 29
2020
Q2 		$18.5M Sell
118,465
-6,872
-5% -$1.01M 0.53% 28
2020
Q1 		$16.2M Buy
125,337
+7,923
+7% +$1.23M 0.48% 33
2019
Q4 		$19.2M Buy
117,414
+52,420
+81% +$8.21M 0.45% 29
2019
Q3 		$9.82M Buy
64,994
+6,114
+10% +$922K 0.4% 34
2019
Q2 		$8.84M Buy
58,880
+14,906
+34% +$2.2M 0.39% 33
2019
Q1 		$6.36M Buy
43,974
+4,788
+12% +$668K 0.34% 33
2018
Q4 		$5M Buy
+39,186
New +$5.41M 0.84% 29

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Avantax Advisory Services's VTI Position: Q2 2025 in Review

Avantax Advisory Services increased its Vanguard Total Stock Market ETF (VTI) stake by 5.6% in Q2 2025, buying an estimated $4.22M and bringing the position to 282,434 shares worth $85.8M. The position accounts for 0.47% of the portfolio, ranked #29.

Avantax Advisory Services first reported a position in VTI in Q4 2018 and has held it in 27 quarters since. 3,218 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Avantax Advisory Services held 282,434 shares of Vanguard Total Stock Market ETF worth $85.8M as of Q2 2025.
  • Avantax Advisory Services bought 15,011 Vanguard Total Stock Market ETF shares in Q2 2025, an estimated $4.22M.
  • Vanguard Total Stock Market ETF made up 0.47% of Avantax Advisory Services's portfolio in Q2 2025, its #29 holding.
  • Avantax Advisory Services first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 27 quarters since.
  • 3,218 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.