Catherine Avery Investment Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Catherine Avery Investment 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 Q3	$13.1K	Hold	35	–	–	0.01%	116
2026 Q2	$13K	Buy	+35	New	+$12.5K	0.01%	112

Other funds holding VTI

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

BSWM

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

RCF

Rainwater Charitable Foundation Fort Worth, Texas $289M AUM 8.28% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

Catherine Avery Investment Management's VTI Position: Q3 2026 in Review

Catherine Avery Investment Management held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q3 2026 at 35 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #116.

Catherine Avery Investment Management first reported a position in VTI in Q2 2026 and has held it in 2 quarters since. 666 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Catherine Avery Investment Management held 35 shares of Vanguard Morningstar Total Stock Market ETF worth $13.1K as of Q3 2026.
Catherine Avery Investment Management left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q3 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q3 2026, its #116 holding.
Catherine Avery Investment Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2026 and has held it in 2 quarters since.
666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.