Silver Grove Financial Group’s Vesta Real Estate VTMX Stock Holding History

Silver Grove 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	$6.83K	Buy	+199	New	+$6.91K	﹤0.01%	1058

Other funds holding VTMX

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

Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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 New York $66.1B AUM 33.53% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Silver Grove Financial Group's VTMX Position: Q2 2026 in Review

Silver Grove Financial Group opened a new position in Vesta Real Estate (VTMX) in Q2 2026: 199 shares worth $6.83K. The stake represents ﹤0.01% of the portfolio and ranks #1058 among its holdings.

69 funds tracked by Wall St. Rank hold VTMX as of Q2 2026.

Silver Grove Financial Group held 199 shares of Vesta Real Estate worth $6.83K as of Q2 2026.
Vesta Real Estate was a new Silver Grove Financial Group position in Q2 2026.
Vesta Real Estate made up ﹤0.01% of Silver Grove Financial Group's portfolio in Q2 2026, its #1058 holding.
69 funds tracked by Wall St. Rank held Vesta Real Estate as of Q2 2026.

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