Avise Financial Cooperative’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Avise Financial Cooperative’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	$1.63M	Buy	4,400 +813	+23%	+$291K	1.15%	21
2026 Q1	$1.15M	Buy	+3,587	New	+$1.2M	0.95%	24

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avise Financial Cooperative's VTI Position: Q2 2026 in Review

Avise Financial Cooperative increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 23% in Q2 2026, buying an estimated $291K and bringing the position to 4,400 shares worth $1.63M. The position accounts for 1.15% of the portfolio, ranked #21.

Avise Financial Cooperative first reported a position in VTI in Q1 2026 and has held it in 2 quarters since. 3,667 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Avise Financial Cooperative held 4,400 shares of Vanguard Morningstar Total Stock Market ETF worth $1.63M as of Q2 2026.
Avise Financial Cooperative bought 813 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $291K.
Vanguard Morningstar Total Stock Market ETF made up 1.15% of Avise Financial Cooperative's portfolio in Q2 2026, its #21 holding.
Avise Financial Cooperative first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2026 and has held it in 2 quarters since.
3,667 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Avise Financial Cooperative's 13F filing for Q2 2026, filed 6 Aug 2026.