UBS Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

UBS Group’s Portfolio VTI Stock Details VTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.65B	Buy	4,455,900 +26,270	+0.6%	+$9.39M	0.21%	87
2026 Q1	$1.42B	Buy	4,429,630 +363,882	+9%	+$122M	0.21%	75
2025 Q4	$1.36B	Sell	4,065,748 -24,198	-0.6%	-$8.05M	0.22%	72
2025 Q3	$1.34B	Sell	4,089,946 -80,721	-2%	-$25.5M	0.21%	74
2025 Q2	$1.27B	Buy	4,170,667 +8,336	+0.2%	+$2.34M	0.22%	74
2025 Q1	$1.14B	Sell	4,162,331 -88,686	-2%	-$25.8M	0.21%	78
2024 Q4	$1.23B	Sell	4,251,017 -18,498	-0.4%	-$5.4M	0.23%	72
2024 Q3	$1.21B	Buy	4,269,515 +46,933	+1%	+$12.8M	0.26%	62
2024 Q2	$1.13B	Buy	4,222,582 +56,503	+1%	+$14.6M	0.28%	62
2024 Q1	$1.08B	Buy	4,166,079 +60,746	+1%	+$15M	0.27%	56
2023 Q4	$974M	Buy	4,105,333 +159,194	+4%	+$35.2M	0.29%	58
2023 Q3	$838M	Buy	3,946,139 +33,079	+0.8%	+$7.32M	0.29%	59
2023 Q2	$862M	Sell	3,913,060 -53,685	-1%	-$11.2M	0.29%	71
2023 Q1	$810M	Buy	3,966,745 +513	+0%	+$103K	0.3%	65
2022 Q4	$758M	Sell	3,966,232 -232,199	-6%	-$44.7M	0.28%	64
2022 Q3	$753M	Buy	4,198,431 +168,333	+4%	+$33.5M	0.33%	56
2022 Q2	$760M	Sell	4,030,098 -16,492	-0.4%	-$3.39M	0.31%	67
2022 Q1	$921M	Buy	4,046,590 +179,561	+5%	+$40.4M	0.31%	66
2021 Q4	$934M	Buy	3,867,029 +8,616	+0.2%	+$2.03M	0.27%	74
2021 Q3	$857M	Sell	3,858,413 -2,226	-0.1%	-$508K	0.27%	74
2021 Q2	$860M	Buy	3,860,639 +10,746	+0.3%	+$2.33M	0.28%	71
2021 Q1	$796M	Sell	3,849,893 -48,652	-1%	-$9.84M	0.26%	76
2020 Q4	$759M	Sell	3,898,545 -2,612,020	-40%	-$477M	0.26%	82
2020 Q3	$1.11B	Sell	6,510,565 -245,970	-4%	-$41.4M	0.42%	49
2020 Q2	$1.06B	Sell	6,756,535 -482,082	-7%	-$71.1M	0.45%	42
2020 Q1	$933M	Buy	7,238,617 +120,822	+2%	+$18.7M	0.44%	46
2019 Q4	$1.16B	Buy	7,117,795 +111,675	+2%	+$17.5M	0.41%	49
2019 Q3	$1.06B	Sell	7,006,120 -265,985	-4%	-$40.1M	0.41%	46
2019 Q2	$1.09B	Sell	7,272,105 -141,948	-2%	-$20.9M	0.42%	46
2019 Q1	$1.07B	Sell	7,414,053 -263,895	-3%	-$36.8M	0.44%	41
2018 Q4	$980M	Buy	7,677,948 +447,044	+6%	+$61.7M	0.44%	40
2018 Q3	$1.08B	Buy	7,230,904 +200,787	+3%	+$29.6M	0.43%	39
2018 Q2	$987M	Buy	7,030,117 +15,318	+0.2%	+$2.14M	0.43%	41
2018 Q1	$952M	Buy	7,014,799 +40,705	+0.6%	+$5.71M	0.41%	42
2017 Q4	$957M	Sell	6,974,094 -16,819	-0.2%	-$2.25M	0.39%	45
2017 Q3	$905M	Sell	6,990,913 -346,030	-5%	-$43.8M	0.42%	35
2017 Q2	$913M	Sell	7,336,943 -1,013,009	-12%	-$125M	0.47%	26
2017 Q1	$1.01B	Sell	8,349,952 -145,276	-2%	-$17.4M	0.55%	17
2016 Q4	$980M	Buy	8,495,228 +441,892	+5%	+$49.7M	0.54%	16
2016 Q3	$897M	Buy	8,053,336 +196,581	+3%	+$21.8M	0.53%	21
2016 Q2	$842M	Buy	7,856,755 +1,507,076	+24%	+$160M	0.53%	19
2016 Q1	$666M	Sell	6,349,679 -575,112	-8%	-$57M	0.45%	28
2015 Q4	$722M	Buy	6,924,791 +454,538	+7%	+$47.9M	0.47%	24
2015 Q3	$639M	Buy	6,470,253 +158,682	+3%	+$16.7M	0.45%	24
2015 Q2	$675M	Sell	6,311,571 -3,507,508	-36%	-$383M	0.45%	23
2015 Q1	$1.05B	Buy	9,819,079 +615,048	+7%	+$65.7M	0.73%	9
2014 Q4	$976M	Buy	+9,204,031	New	+$952M	0.68%	11

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group's VTI Position: Q2 2026 in Review

UBS Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.59% in Q2 2026, buying an estimated $9.39M and bringing the position to 4,455,900 shares worth $1.65B. The position accounts for 0.21% of the portfolio, ranked #87.

UBS Group first reported a position in VTI in Q4 2014 and has held it in 47 quarters since. 3,676 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

UBS Group held 4,455,900 shares of Vanguard Morningstar Total Stock Market ETF worth $1.65B as of Q2 2026.
UBS Group bought 26,270 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $9.39M.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of UBS Group's portfolio in Q2 2026, its #87 holding.
UBS Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 47 quarters since.
3,676 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.