Unified Trust Company’s Vanguard Total Stock Market ETF VTI Stock Holding History

Unified Trust Company’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
2021 Q3	$2.3M	Hold	10,341	–	–	0.68%	47
2021 Q2	$2.3M	Sell	10,341 -920	-8%	-$200K	0.68%	46
2021 Q1	$2.33M	Hold	11,261	–	–	0.76%	45
2020 Q4	$2.24M	Sell	11,261 -450	-4%	-$82.3K	1.3%	33
2020 Q3	$1.99M	Hold	11,711	–	–	1.41%	32
2020 Q2	$1.83M	Hold	11,711	–	–	1.38%	32
2020 Q1	$1.51M	Sell	11,711 -4,832	-29%	-$747K	1.01%	35
2019 Q4	$2.71M	Sell	16,543 -406	-2%	-$63.6K	1.68%	33
2019 Q3	$2.56M	Hold	16,949	–	–	1.71%	32
2019 Q2	$2.54M	Hold	16,949	–	–	1.77%	31
2019 Q1	$2.45M	Hold	16,949	–	–	1.84%	31
2018 Q4	$2.16M	Buy	+16,949	New	+$2.34M	1.97%	27

Other funds holding VTI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return

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

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

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

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Unified Trust Company's VTI Position: Q3 2021 in Review

Unified Trust Company held its Vanguard Total Stock Market ETF (VTI) position steady in Q3 2021 at 10,341 shares worth $2.3M. The position accounts for 0.68% of the portfolio, ranked #47.

Unified Trust Company first reported a position in VTI in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.71M in Q4 2019. 1,899 funds tracked by Wall St. Rank hold VTI as of Q3 2021.

Unified Trust Company held 10,341 shares of Vanguard Total Stock Market ETF worth $2.3M as of Q3 2021.
Unified Trust Company left its Vanguard Total Stock Market ETF share count unchanged in Q3 2021.
Vanguard Total Stock Market ETF made up 0.68% of Unified Trust Company's portfolio in Q3 2021, its #47 holding.
Unified Trust Company first reported a position in Vanguard Total Stock Market ETF in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's Vanguard Total Stock Market ETF position peaked at $2.71M in Q4 2019.
1,899 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.