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
2022 Q4	–	Sell	-100	Closed	-$18K	–	11182
2022 Q3	$18K	Buy	+100	New	+$19.9K	﹤0.01%	7543
2021 Q2	–	Sell	-1,100	Closed	-$227K	–	9862
2021 Q1	$227K	Buy	+1,100	New	+$223K	﹤0.01%	5397
2020 Q4	–	Sell	-1,600	Closed	-$273K	–	8796
2020 Q3	$273K	Buy	1,600 +600	+60%	+$101K	﹤0.01%	4611
2020 Q2	$157K	Sell	1,000 -23,300	-96%	-$3.44M	﹤0.01%	4982
2020 Q1	$3.13M	Sell	24,300 -17,500	-42%	-$2.71M	﹤0.01%	2342
2019 Q4	$6.84M	Buy	+41,800	New	+$6.55M	﹤0.01%	2292
2019 Q3	–	Sell	-3,000	Closed	-$450K	–	8281
2019 Q2	$450K	Buy	+3,000	New	+$442K	﹤0.01%	4372
2019 Q1	–	Sell	-57,300	Closed	-$7.31M	–	8206
2018 Q4	$7.31M	Buy	+57,300	New	+$7.91M	﹤0.01%	1841
2016 Q2	–	Sell	-100	Closed	-$10K	–	8000
2016 Q1	$10K	Buy	+100	New	+$9.92K	﹤0.01%	6673

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group's VTI Position: Q1 2026 in Review

UBS Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 8.9% in Q1 2026, buying an estimated $122M and bringing the position to 4,429,630 shares worth $1.42B. The position accounts for 0.21% of the portfolio, ranked #75.

UBS Group first reported a position in VTI in Q4 2014 and has held it in 46 quarters since. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

UBS Group held 4,429,630 shares of Vanguard Morningstar Total Stock Market ETF worth $1.42B as of Q1 2026.
UBS Group bought 363,882 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $122M.
Vanguard Morningstar Total Stock Market ETF made up 0.21% of UBS Group's portfolio in Q1 2026, its #75 holding.
UBS Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 46 quarters since.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.