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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
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

Other funds holding VTMX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $432M AUM 42.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Larson Financial Group's VTMX Position: Q2 2026 in Review

Larson Financial Group increased its Vesta Real Estate (VTMX) stake by 9.7% in Q2 2026, buying an estimated $1.15K and bringing the position to 374 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2253.

Larson Financial Group first reported a position in VTMX in Q2 2025 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Larson Financial Group held 374 shares of Vesta Real Estate worth $12.8K as of Q2 2026.
  • Larson Financial Group bought 33 Vesta Real Estate shares in Q2 2026, an estimated $1.15K.
  • Vesta Real Estate made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2253 holding.
  • Larson Financial Group first reported a position in Vesta Real Estate in Q2 2025 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.