UFA
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Unify Financial Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History

Unify Financial Advisors’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 		$6.98M Sell
18,850
-436
-2% -$156K 6.44% 3
2026
Q1 		$6.19M Buy
19,286
+271
+1% +$90.9K 6.42% 3
2025
Q4 		$6.38M Buy
+19,015
New +$6.33M 6.64% 3

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return

Unify Financial Advisors's VTI Position: Q2 2026 in Review

Unify Financial Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 2.3% in Q2 2026, selling an estimated $156K and leaving 18,850 shares worth $6.98M. The position accounts for 6.44% of the portfolio, ranked #3.

Unify Financial Advisors first reported a position in VTI in Q4 2025 and has held it in 3 quarters since. 1,253 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Unify Financial Advisors held 18,850 shares of Vanguard Total Stock Market ETF worth $6.98M as of Q2 2026.
  • Unify Financial Advisors sold 436 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $156K.
  • Vanguard Total Stock Market ETF made up 6.44% of Unify Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Unify Financial Advisors first reported a position in Vanguard Total Stock Market ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,253 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.