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Savant Capital’s Vesta Real Estate VTMX Stock Holding History

Savant Capital’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 		$422K Buy
12,478
+6,284
+101% +$218K ﹤0.01% 1308
2026
Q1 		$207K Buy
+6,194
New +$203K ﹤0.01% 1392
2025
Q4 		– Sell
-9,015
Closed -$255K – 1434
2025
Q3 		$255K Buy
+9,015
New +$248K ﹤0.01% 1113

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

Savant Capital's VTMX Position: Q2 2026 in Review

Savant Capital increased its Vesta Real Estate (VTMX) stake by 101% in Q2 2026, buying an estimated $218K and bringing the position to 12,478 shares worth $422K. The position accounts for ﹤0.01% of the portfolio, ranked #1308.

Savant Capital first reported a position in VTMX in Q3 2025 and has held it in 3 quarters since. 69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

  • Savant Capital held 12,478 shares of Vesta Real Estate worth $422K as of Q2 2026.
  • Savant Capital bought 6,284 Vesta Real Estate shares in Q2 2026, an estimated $218K.
  • Vesta Real Estate made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1308 holding.
  • Savant Capital first reported a position in Vesta Real Estate in Q3 2025 and has held it in 3 quarters since.
  • 69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.