Bare Financial Services’s Vesta Real Estate VTMX Stock Holding History

Bare Financial Services’s Portfolio VTMX Stock Details VTMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12K	Buy	+374	New	+$12.7K	﹤0.01%	529

Other funds holding VTMX

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Bare Financial Services's VTMX Position: Q3 2026 in Review

Bare Financial Services opened a new position in Vesta Real Estate (VTMX) in Q3 2026: 374 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #529 among its holdings.

19 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

Bare Financial Services held 374 shares of Vesta Real Estate worth $12K as of Q3 2026.
Vesta Real Estate was a new Bare Financial Services position in Q3 2026.
Vesta Real Estate made up ﹤0.01% of Bare Financial Services's portfolio in Q3 2026, its #529 holding.
19 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on Bare Financial Services's 13F filing for Q3 2026, filed 4 Nov 2026.