Avos Capital Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Avos Capital Management’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	$640K	Sell	1,730 -227	-12%	-$81.2K	0.27%	19
2026 Q1	$628K	Sell	1,957 -2,001	-51%	-$671K	0.25%	23
2025 Q4	$1.33M	Sell	3,958 -108	-3%	-$35.9K	0.58%	24
2025 Q3	$1.33M	Sell	4,066 -5,511	-58%	-$1.74M	0.62%	24
2025 Q2	$2.91M	Buy	9,577 +2,415	+34%	+$679K	1.66%	16
2025 Q1	$1.97M	Buy	7,162 +31	+0.4%	+$9.01K	1.3%	17
2024 Q4	$2.13M	Buy	+7,131	New	+$2.08M	1.69%	17

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

Avos Capital Management's VTI Position: Q2 2026 in Review

Avos Capital Management reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 12% in Q2 2026, selling an estimated $81.2K and leaving 1,730 shares worth $640K. The position accounts for 0.27% of the portfolio, ranked #19.

Avos Capital Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.91M in Q2 2025. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Avos Capital Management held 1,730 shares of Vanguard Morningstar Total Stock Market ETF worth $640K as of Q2 2026.
Avos Capital Management sold 227 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $81.2K.
Vanguard Morningstar Total Stock Market ETF made up 0.27% of Avos Capital Management's portfolio in Q2 2026, its #19 holding.
Avos Capital Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
Avos Capital Management's Vanguard Morningstar Total Stock Market ETF position peaked at $2.91M in Q2 2025.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Avos Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.