Aviance Capital Partners’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.46M | Buy |
10,783
+426
| +4% | +$143K | 0.41% | 59 |
|
|
2025
Q4 | $3.47M | Buy |
10,357
+750
| +8% | +$250K | 0.4% | 58 |
|
|
2025
Q3 | $3.15M | Buy |
9,607
+103
| +1% | +$32.5K | 0.37% | 59 |
|
|
2025
Q2 | $2.89M | Buy |
9,504
+19
| +0.2% | +$5.34K | 0.38% | 64 |
|
|
2025
Q1 | $2.61M | Buy |
9,485
+28
| +0.3% | +$8.13K | 0.37% | 65 |
|
|
2024
Q4 | $2.74M | Buy |
9,457
+1,824
| +24% | +$532K | 0.38% | 62 |
|
|
2024
Q3 | $2.16M | Buy |
7,633
+505
| +7% | +$138K | 0.29% | 87 |
|
|
2024
Q2 | $1.91M | Hold |
7,128
| – | – | 0.27% | 87 |
|
|
2024
Q1 | $1.85M | Buy |
+7,128
| New | +$1.76M | 0.28% | 93 |
|
|
2023
Q4 | – | Sell |
-1,139
| Closed | -$242K | – | 269 |
|
|
2023
Q3 | $242K | Sell |
1,139
-241
| -17% | -$53.3K | 0.05% | 217 |
|
|
2023
Q2 | $304K | Buy |
1,380
+26
| +2% | +$5.42K | 0.06% | 212 |
|
|
2023
Q1 | $276K | Buy |
1,354
+286
| +27% | +$57.3K | 0.06% | 225 |
|
|
2022
Q4 | $204K | Buy |
+1,068
| New | +$206K | 0.05% | 265 |
|
|
2022
Q2 | – | Sell |
-1,309
| Closed | -$298K | – | 277 |
|
|
2022
Q1 | $298K | Buy |
1,309
+340
| +35% | +$76.5K | 0.05% | 217 |
|
|
2021
Q4 | $234K | Sell |
969
-104
| -10% | -$24.6K | 0.04% | 239 |
|
|
2021
Q3 | $238K | Buy |
1,073
+105
| +11% | +$23.9K | 0.04% | 234 |
|
|
2021
Q2 | $216K | Sell |
968
-2,408
| -71% | -$523K | 0.04% | 241 |
|
|
2021
Q1 | $698K | Buy |
+3,376
| New | +$683K | 0.13% | 174 |
|
|
2020
Q4 | – | Sell |
-1,968
| Closed | -$335K | – | 264 |
|
|
2020
Q3 | $335K | Buy |
1,968
+1
| +0.1% | +$168 | 0.08% | 194 |
|
|
2020
Q2 | $308K | Buy |
1,967
+1
| +0.1% | +$147 | 0.08% | 197 |
|
|
2020
Q1 | $253K | Buy |
1,966
+35
| +2% | +$5.41K | 0.08% | 187 |
|
|
2019
Q4 | $316K | Buy |
1,931
+1
| +0.1% | +$157 | 0.08% | 192 |
|
|
2019
Q3 | $291K | Buy |
1,930
+34
| +2% | +$5.13K | 0.09% | 193 |
|
|
2019
Q2 | $285K | Sell |
1,896
-161
| -8% | -$23.7K | 0.08% | 196 |
|
|
2019
Q1 | $298K | Hold |
2,057
| – | – | 0.09% | 185 |
|
|
2018
Q4 | $262K | Buy |
2,057
+313
| +18% | +$43.2K | 0.09% | 189 |
|
|
2018
Q3 | $261K | Buy |
1,744
+91
| +6% | +$13.4K | 0.06% | 201 |
|
|
2018
Q2 | $232K | Hold |
1,653
| – | – | 0.07% | 207 |
|
|
2018
Q1 | $224K | Buy |
1,653
+122
| +8% | +$17.1K | 0.07% | 207 |
|
|
2017
Q4 | $210K | Buy |
+1,531
| New | +$205K | 0.07% | 210 |
|
Other funds holding VTI
RIM
VGA
VAI
WI
Aviance Capital Partners's VTI Position: Q1 2026 in Review
Aviance Capital Partners increased its Vanguard Total Stock Market ETF (VTI) stake by 4.1% in Q1 2026, buying an estimated $143K and bringing the position to 10,783 shares worth $3.46M. The position accounts for 0.41% of the portfolio, ranked #59.
Aviance Capital Partners first reported a position in VTI in Q4 2017 and has held it in 30 quarters since. The position peaked at $3.47M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.
- Aviance Capital Partners held 10,783 shares of Vanguard Total Stock Market ETF worth $3.46M as of Q1 2026.
- Aviance Capital Partners bought 426 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $143K.
- Vanguard Total Stock Market ETF made up 0.41% of Aviance Capital Partners's portfolio in Q1 2026, its #59 holding.
- Aviance Capital Partners first reported a position in Vanguard Total Stock Market ETF in Q4 2017 and has held it in 30 quarters since.
- Aviance Capital Partners's Vanguard Total Stock Market ETF position peaked at $3.47M in Q4 2025.
- 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.
Based on Aviance Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.