Avestar Capital
VTI icon

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

Avestar 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
Q3 		$11.1M Sell
29,686
-4,354
-13% -$1.63M 0.88% 23
2026
Q2 		$12.6M Buy
34,040
+453
+1% +$162K 0.7% 24
2026
Q1 		$10.8M Buy
33,587
+25,100
+296% +$8.42M 0.69% 26
2025
Q4 		$2.85M Sell
8,487
-250
-3% -$83.2K 0.18% 91
2025
Q3 		$2.87M Sell
8,737
-8,755
-50% -$2.77M 0.19% 98
2025
Q2 		$5.33M Buy
17,492
+2,911
+20% +$819K 0.36% 52
2025
Q1 		$4.01M Sell
14,581
-2,421
-14% -$703K 0.35% 61
2024
Q4 		$4.93M Sell
17,002
-128
-0.7% -$37.3K 0.42% 51
2024
Q3 		$4.85M Sell
17,130
-367
-2% -$100K 0.5% 48
2024
Q2 		$4.68M Buy
17,497
+2,730
+18% +$707K 0.48% 52
2024
Q1 		$3.84M Sell
14,767
-18,713
-56% -$4.63M 0.4% 52
2023
Q4 		$7.94M Buy
33,480
+20,908
+166% +$4.62M 0.9% 27
2023
Q3 		$2.67M Sell
12,572
-41
-0.3% -$9.08K 0.38% 53
2023
Q2 		$2.78M Sell
12,613
-1,651
-12% -$344K 0.45% 41
2023
Q1 		$2.91M Buy
14,264
+3,084
+28% +$617K 0.52% 40
2022
Q4 		$2.14M Buy
11,180
+6,619
+145% +$1.28M 0.39% 48
2022
Q3 		$819K Buy
4,561
+487
+12% +$97.1K 0.21% 75
2022
Q2 		$768K Sell
4,074
-43
-1% -$8.84K 0.19% 87
2022
Q1 		$937K Sell
4,117
-530
-11% -$119K 0.15% 135
2021
Q4 		$1.12M Buy
4,647
+897
+24% +$212K 0.14% 149
2021
Q3 		$833K Buy
+3,750
New +$855K 0.11% 209
2020
Q4 		– Sell
-4,500
Closed -$781K – 280
2020
Q3 		$781K Hold
4,500
– – 0.26% 84
2020
Q2 		$704K Hold
4,500
– – 0.31% 79
2020
Q1 		$580K Buy
+4,500
New +$696K 0.32% 78

Other funds holding VTI

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Avestar Capital's VTI Position: Q3 2026 in Review

Avestar Capital reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 13% in Q3 2026, selling an estimated $1.63M and leaving 29,686 shares worth $11.1M. The position accounts for 0.88% of the portfolio, ranked #23.

Avestar Capital first reported a position in VTI in Q1 2020 and has held it in 24 quarters since. The position peaked at $12.6M in Q2 2026. 1,793 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Avestar Capital held 29,686 shares of Vanguard Morningstar Total Stock Market ETF worth $11.1M as of Q3 2026.
  • Avestar Capital sold 4,354 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.63M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.88% of Avestar Capital's portfolio in Q3 2026, its #23 holding.
  • Avestar Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 24 quarters since.
  • Avestar Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $12.6M in Q2 2026.
  • 1,793 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Avestar Capital's 13F filing for Q3 2026, filed 28 Oct 2026.