AWE
VTI icon

Avidian Wealth Enterprises’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Avidian Wealth Enterprises’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 		$4.83M Buy
13,060
+430
+3% +$154K 0.13% 113
2026
Q1 		$4.05M Buy
12,630
+4,729
+60% +$1.59M 0.13% 115
2025
Q4 		$2.65M Buy
7,901
+272
+4% +$90.5K 0.1% 109
2025
Q3 		$2.5M Buy
7,629
+276
+4% +$87.2K 0.09% 118
2025
Q2 		$2.23M Sell
7,353
-1,747
-19% -$491K 0.09% 117
2025
Q1 		$2.5M Buy
9,100
+2,154
+31% +$626K 0.11% 107
2024
Q4 		$2.01M Buy
6,946
+272
+4% +$79.4K 0.09% 120
2024
Q3 		$1.89M Buy
6,674
+525
+9% +$143K 0.09% 121
2024
Q2 		$1.64M Buy
6,149
+2,352
+62% +$609K 0.07% 135
2024
Q1 		$987K Sell
3,797
-1,479
-28% -$366K 0.05% 165
2023
Q4 		$1.25M Sell
5,276
-5,128
-49% -$1.13M 0.08% 141
2023
Q3 		$2.21M Buy
10,404
+529
+5% +$117K 0.16% 96
2023
Q2 		$2.18M Sell
9,875
-5,904
-37% -$1.23M 0.14% 108
2023
Q1 		$3.22M Sell
15,779
-9,105
-37% -$1.82M 0.18% 109
2022
Q4 		$4.76M Buy
24,884
+19,520
+364% +$3.76M 0.31% 71
2022
Q3 		$963K Sell
5,364
-443
-8% -$88.3K 0.07% 153
2022
Q2 		$1.09M Sell
5,807
-69
-1% -$14.2K 0.08% 155
2022
Q1 		$1.34M Buy
5,876
+82
+1% +$18.4K 0.08% 158
2021
Q4 		$1.4M Buy
5,794
+81
+1% +$19.1K 0.09% 147
2021
Q3 		$1.27M Buy
5,713
+371
+7% +$84.6K 0.1% 114
2021
Q2 		$1.19M Buy
5,342
+190
+4% +$41.2K 0.09% 118
2021
Q1 		$1.06M Sell
5,152
-1,060
-17% -$214K 0.09% 122
2020
Q4 		$1.21M Sell
6,212
-1,233
-17% -$225K 0.11% 102
2020
Q3 		$1.27M Sell
7,445
-914
-11% -$154K 0.14% 92
2020
Q2 		$1.31M Sell
8,359
-362,880
-98% -$53.5M 0.18% 78
2020
Q1 		$47.9M Sell
371,239
-99,538
-21% -$15.4M 7.68% 2
2019
Q4 		$77M Buy
470,777
+12,261
+3% +$1.92M 10.95% 1
2019
Q3 		$69.2M Buy
458,516
+87,528
+24% +$13.2M 11.4% 1
2019
Q2 		$55.7M Sell
370,988
-285,284
-43% -$42M 13.17% 1
2019
Q1 		$95M Buy
656,272
+439,072
+202% +$61.3M 21.11% 1
2018
Q4 		$27.7M Buy
217,200
+215,740
+14,777% +$29.8M 9.68% 3
2018
Q3 		$219K Buy
+1,460
New +$215K 0.07% 99
2017
Q3 		– Sell
-1,649
Closed -$205K – 109
2017
Q2 		$205K Buy
+1,649
New +$203K 0.09% 81
2017
Q1 		– Sell
-36,762
Closed -$4.24M – 99
2016
Q4 		$4.24M Sell
36,762
-480
-1% -$54K 1.85% 15
2016
Q3 		$4.15M Sell
37,242
-534
-1% -$59.2K 1.68% 14
2016
Q2 		$4.05K Buy
+37,776
New +$4M 1.47% 16

Other funds holding VTI

WI
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
BP
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
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
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

Avidian Wealth Enterprises's VTI Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.4% in Q2 2026, buying an estimated $154K and bringing the position to 13,060 shares worth $4.83M. The position accounts for 0.13% of the portfolio, ranked #113.

Avidian Wealth Enterprises first reported a position in VTI in Q2 2016 and has held it in 36 quarters since. The position peaked at $95M in Q1 2019. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Avidian Wealth Enterprises held 13,060 shares of Vanguard Morningstar Total Stock Market ETF worth $4.83M as of Q2 2026.
  • Avidian Wealth Enterprises bought 430 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $154K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.13% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #113 holding.
  • Avidian Wealth Enterprises first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2016 and has held it in 36 quarters since.
  • Avidian Wealth Enterprises's Vanguard Morningstar Total Stock Market ETF position peaked at $95M in Q1 2019.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.