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Larson Financial Group’s Vesta Real Estate VTMX Stock Holding History

Larson Financial Group’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
Q1 		$11.4K Buy
+341
New +$11.2K ﹤0.01% 2163
2025
Q4 		– Sell
-59
Closed -$1.67K – 3681
2025
Q3 		$1.67K Sell
59
-6
-9% -$165 ﹤0.01% 2775
2025
Q2 		$1.78K Buy
+65
New +$1.74K ﹤0.01% 2459

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Larson Financial Group's VTMX Position: Q1 2026 in Review

Larson Financial Group opened a new position in Vesta Real Estate (VTMX) in Q1 2026: 341 shares worth $11.4K. The stake represents ﹤0.01% of the portfolio and ranks #2163 among its holdings. This is a return to the name: Larson Financial Group previously reported a position in VTMX as recently as Q3 2025.

Larson Financial Group first reported a position in VTMX in Q2 2025 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold VTMX as of Q1 2026.

  • Larson Financial Group held 341 shares of Vesta Real Estate worth $11.4K as of Q1 2026.
  • Vesta Real Estate was a new Larson Financial Group position in Q1 2026.
  • Vesta Real Estate made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2163 holding.
  • Larson Financial Group first reported a position in Vesta Real Estate in Q2 2025 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Vesta Real Estate as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.