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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
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% 51
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% -$9.07K 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

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

Avestar Capital's VTI Position: Q2 2026 in Review

Avestar Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $162K and bringing the position to 34,040 shares worth $12.6M. The position accounts for 0.7% of the portfolio, ranked #24.

Avestar Capital first reported a position in VTI in Q1 2020 and has held it in 23 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Avestar Capital held 34,040 shares of Vanguard Morningstar Total Stock Market ETF worth $12.6M as of Q2 2026.
  • Avestar Capital bought 453 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.7% of Avestar Capital's portfolio in Q2 2026, its #24 holding.
  • Avestar Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and has held it in 23 quarters since.
  • 3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.