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Ullmann Wealth Partners Group’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Ullmann Wealth Partners 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
Q1 		$1.68M Buy
5,228
+3
+0.1% +$1.01K 0.17% 54
2025
Q4 		$1.75M Buy
5,225
+1
+0% +$333 0.18% 53
2025
Q3 		$1.71M Buy
5,224
+1
+0% +$316 0.19% 53
2025
Q2 		$1.59M Buy
5,223
+2,601
+99% +$732K 0.19% 54
2025
Q1 		$721K Buy
2,622
+72
+3% +$20.9K 0.1% 70
2024
Q4 		$739K Buy
2,550
+83
+3% +$24.2K 0.1% 73
2024
Q3 		$699K Buy
2,467
+2
+0.1% +$546 0.09% 72
2024
Q2 		$660K Hold
2,465
– – 0.09% 63
2024
Q1 		$641K Buy
2,465
+728
+42% +$180K 0.1% 61
2023
Q4 		$412K Buy
1,737
+6
+0.3% +$1.33K 0.07% 74
2023
Q3 		$368K Buy
1,731
+260
+18% +$57.6K 0.07% 74
2023
Q2 		$324K Hold
1,471
– – 0.07% 78
2023
Q1 		$300K Sell
1,471
-109
-7% -$21.8K 0.07% 72
2022
Q4 		$302K Sell
1,580
-816
-34% -$157K 0.07% 63
2022
Q3 		$430K Sell
2,396
-139
-5% -$27.7K 0.12% 50
2022
Q2 		$478K Buy
2,535
+140
+6% +$28.8K 0.13% 51
2022
Q1 		$545K Hold
2,395
– – 0.14% 46
2021
Q4 		$578K Buy
2,395
+110
+5% +$26K 0.15% 45
2021
Q3 		$507K Buy
2,285
+817
+56% +$186K 0.2% 43
2021
Q2 		$327K Hold
1,468
– – 0.13% 59
2021
Q1 		$303K Hold
1,468
– – 0.14% 60
2020
Q4 		$286K Sell
1,468
-195
-12% -$35.6K 0.14% 58
2020
Q3 		$283K Hold
1,663
– – 0.16% 58
2020
Q2 		$260K Sell
1,663
-193
-10% -$28.5K 0.16% 56
2020
Q1 		$239K Sell
1,856
-1
-0.1% -$155 0.18% 48
2019
Q4 		$304K Buy
1,857
+194
+12% +$30.4K 0.18% 47
2019
Q3 		$251K Hold
1,663
– – 0.15% 53
2019
Q2 		$249K Hold
1,663
– – 0.16% 58
2019
Q1 		$241K Buy
+1,663
New +$232K 0.16% 56
2017
Q4 		– Sell
-1,947
Closed -$216K – 59
2017
Q3 		$216K Buy
1,947
+1,527
+364% +$193K 0.22% 46
2017
Q2 		$52K Buy
+420
New +$51.8K 0.04% 88

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
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ullmann Wealth Partners Group's VTI Position: Q1 2026 in Review

Ullmann Wealth Partners Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.06% in Q1 2026, buying an estimated $1.01K and bringing the position to 5,228 shares worth $1.68M. The position accounts for 0.17% of the portfolio, ranked #54.

Ullmann Wealth Partners Group first reported a position in VTI in Q2 2017 and has held it in 31 quarters since. The position peaked at $1.75M in Q4 2025. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • Ullmann Wealth Partners Group held 5,228 shares of Vanguard Morningstar Total Stock Market ETF worth $1.68M as of Q1 2026.
  • Ullmann Wealth Partners Group bought 3 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $1.01K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.17% of Ullmann Wealth Partners Group's portfolio in Q1 2026, its #54 holding.
  • Ullmann Wealth Partners Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2017 and has held it in 31 quarters since.
  • Ullmann Wealth Partners Group's Vanguard Morningstar Total Stock Market ETF position peaked at $1.75M in Q4 2025.
  • 3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q1 2026, filed 13 Apr 2026.