Larson Financial Group
VTMX icon

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
Q3 		$13.6K Buy
423
+49
+13% +$1.67K ﹤0.01% 2352
2026
Q2 		$12.8K Buy
374
+33
+10% +$1.15K ﹤0.01% 2253
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

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Citigroup
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Silver Grove Financial Group
Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return
Bare Financial Services
Bare Financial Services Gap, Pennsylvania $447M AUM 11.53% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $3.11B AUM 21.48% 1-Year Est. Return

Larson Financial Group's VTMX Position: Q3 2026 in Review

Larson Financial Group increased its Vesta Real Estate (VTMX) stake by 13% in Q3 2026, buying an estimated $1.67K and bringing the position to 423 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2352.

Larson Financial Group first reported a position in VTMX in Q2 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold VTMX as of Q3 2026.

  • Larson Financial Group held 423 shares of Vesta Real Estate worth $13.6K as of Q3 2026.
  • Larson Financial Group bought 49 Vesta Real Estate shares in Q3 2026, an estimated $1.67K.
  • Vesta Real Estate made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2352 holding.
  • Larson Financial Group first reported a position in Vesta Real Estate in Q2 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Vesta Real Estate as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.