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	$1.81M	Buy	+4,900	New	+$1.75M	0.1%	149
2025 Q3	–	Sell	-4,800	Closed	-$1.46M	–	535
2025 Q2	$1.46M	Buy	4,800 +2,800	+140%	+$788K	0.1%	148
2025 Q1	$550K	Buy	+2,000	New	+$581K	0.05%	275
2023 Q1	–	Sell	-10,000	Closed	-$1.91M	–	353
2022 Q4	$1.91M	Buy	+10,000	New	+$1.93M	0.35%	51

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 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. 1,962 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.
1,962 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.