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Unio Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Unio Capital’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
2025
Q2 		– Sell
-1,165
Closed -$320K – 24
2025
Q1 		$320K Buy
1,165
+4
+0.3% +$1.16K 0.12% 18
2024
Q4 		$337K Buy
1,161
+9
+0.8% +$2.63K 0.12% 23
2024
Q3 		$326K Buy
+1,152
New +$314K 0.13% 27

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Unio Capital's VTI Position: Q2 2025 in Review

Unio Capital sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2025, closing a stake of 1,165 shares — an estimated $320K sold.

Unio Capital first reported a position in VTI in Q3 2024 and held it in 3 quarters. The position peaked at $337K in Q4 2024. 3,222 funds tracked by Wall St. Rank hold VTI as of Q2 2025.

  • Unio Capital reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2025 after selling out during the quarter.
  • Unio Capital sold 1,165 Vanguard Morningstar Total Stock Market ETF shares in Q2 2025, an estimated $320K.
  • Unio Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and held it in 3 quarters.
  • Unio Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $337K in Q4 2024.
  • 3,222 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2025.

Based on Unio Capital's 13F filing for Q2 2025, filed 14 Aug 2025.