Avior Wealth Management’s Vanguard Morningstar 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
Q2 | $15.5M | Buy |
41,969
+902
| +2% | +$323K | 0.41% | 58 |
|
|
2026
Q1 | $13.2M | Buy |
41,067
+1,263
| +3% | +$424K | 0.37% | 60 |
|
|
2025
Q4 | $13.3M | Buy |
39,804
+1,018
| +3% | +$339K | 0.42% | 56 |
|
|
2025
Q3 | $12.7M | Sell |
38,786
-680
| -2% | -$215K | 0.41% | 52 |
|
|
2025
Q2 | $12M | Sell |
39,466
-348
| -0.9% | -$97.9K | 0.41% | 49 |
|
|
2025
Q1 | $10.9M | Buy |
39,814
+23
| +0.1% | +$6.68K | 0.42% | 49 |
|
|
2024
Q4 | $11.5M | Buy |
39,791
+18,166
| +84% | +$5.3M | 0.42% | 50 |
|
|
2024
Q3 | $6.12M | Buy |
21,625
+1,646
| +8% | +$449K | 0.24% | 78 |
|
|
2024
Q2 | $5.34M | Sell |
19,979
-890
| -4% | -$230K | 0.23% | 80 |
|
|
2024
Q1 | $5.42M | Buy |
20,869
+2,563
| +14% | +$634K | 0.25% | 74 |
|
|
2023
Q4 | $4.34M | Buy |
18,306
+72
| +0.4% | +$15.9K | 0.26% | 72 |
|
|
2023
Q3 | $3.87M | Buy |
18,234
+121
| +0.7% | +$26.8K | 0.26% | 71 |
|
|
2023
Q2 | $3.99M | Buy |
18,113
+1,058
| +6% | +$221K | 0.26% | 75 |
|
|
2023
Q1 | $3.48M | Sell |
17,055
-139
| -0.8% | -$27.8K | 0.24% | 85 |
|
|
2022
Q4 | $3.29M | Sell |
17,194
-801
| -4% | -$154K | 0.25% | 85 |
|
|
2022
Q3 | $3.23M | Sell |
17,995
-766
| -4% | -$153K | 0.27% | 74 |
|
|
2022
Q2 | $3.54M | Buy |
18,761
+95
| +0.5% | +$19.5K | 0.36% | 56 |
|
|
2022
Q1 | $4.25M | Sell |
18,666
-1,015
| -5% | -$228K | 0.37% | 60 |
|
|
2021
Q4 | $4.75M | Sell |
19,681
-380
| -2% | -$89.7K | 0.39% | 58 |
|
|
2021
Q3 | $4.45M | Sell |
20,061
-510
| -2% | -$116K | 0.37% | 58 |
|
|
2021
Q2 | $4.58M | Sell |
20,571
-316
| -2% | -$68.6K | 0.46% | 48 |
|
|
2021
Q1 | $4.32M | Sell |
20,887
-301
| -1% | -$60.9K | 0.46% | 48 |
|
|
2020
Q4 | $4.12M | Sell |
21,188
-1,299
| -6% | -$237K | 0.51% | 43 |
|
|
2020
Q3 | $3.83M | Buy |
22,487
+795
| +4% | +$134K | 0.55% | 39 |
|
|
2020
Q2 | $3.4M | Sell |
21,692
-5,989
| -22% | -$883K | 0.53% | 41 |
|
|
2020
Q1 | $3.57M | Buy |
27,681
+16,949
| +158% | +$2.62M | 0.7% | 33 |
|
|
2019
Q4 | $1.76M | Buy |
10,732
+8,329
| +347% | +$1.3M | 0.28% | 94 |
|
|
2019
Q3 | $362K | Buy |
2,403
+2
| +0.1% | +$301 | 0.06% | 260 |
|
|
2019
Q2 | $360K | Sell |
2,401
-2
| -0.1% | -$295 | 0.06% | 260 |
|
|
2019
Q1 | $347K | Buy |
2,403
+1,342
| +126% | +$187K | 0.07% | 251 |
|
|
2018
Q4 | $135K | Buy |
1,061
+4
| +0.4% | +$552 | 0.03% | 388 |
|
|
2018
Q3 | $158K | Buy |
1,057
+220
| +26% | +$32.4K | 0.03% | 390 |
|
|
2018
Q2 | $118K | Hold |
837
| – | – | 0.03% | 428 |
|
|
2018
Q1 | $114K | Sell |
837
-14
| -2% | -$1.96K | 0.03% | 428 |
|
|
2017
Q4 | $117K | Buy |
851
+5
| +0.6% | +$669 | 0.03% | 431 |
|
|
2017
Q3 | $110K | Buy |
+846
| New | +$107K | 0.04% | 167 |
|
|
2017
Q2 | – | Sell |
-923
| Closed | -$112K | – | 496 |
|
|
2017
Q1 | $112K | Sell |
923
-18
| -2% | -$2.16K | 0.04% | 180 |
|
|
2016
Q4 | $108K | Buy |
941
+1
| +0.1% | +$112 | 0.04% | 164 |
|
|
2016
Q3 | $105K | Buy |
940
+289
| +44% | +$32.1K | 0.04% | 169 |
|
|
2016
Q2 | $70K | Hold |
651
| – | – | 0.03% | 180 |
|
|
2016
Q1 | $68K | Buy |
651
+532
| +447% | +$52.8K | 0.03% | 180 |
|
|
2015
Q4 | $12K | Buy |
119
+19
| +19% | +$2K | 0.01% | 303 |
|
|
2015
Q3 | $10K | Buy |
+100
| New | +$10.5K | 0.01% | 285 |
|
Other funds holding VTI
RIM
WI
Avior Wealth Management's VTI Position: Q2 2026 in Review
Avior Wealth Management increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 2.2% in Q2 2026, buying an estimated $323K and bringing the position to 41,969 shares worth $15.5M. The position accounts for 0.41% of the portfolio, ranked #58.
Avior Wealth Management first reported a position in VTI in Q3 2015 and has held it in 43 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- Avior Wealth Management held 41,969 shares of Vanguard Morningstar Total Stock Market ETF worth $15.5M as of Q2 2026.
- Avior Wealth Management bought 902 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $323K.
- Vanguard Morningstar Total Stock Market ETF made up 0.41% of Avior Wealth Management's portfolio in Q2 2026, its #58 holding.
- Avior Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2015 and has held it in 43 quarters since.
- 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.