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Union Bancaire Privee’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Union Bancaire Privee’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 		– Sell
-3,578
Closed -$1.12M – 533
2026
Q1 		$1.12M Hold
3,578
– – 0.02% 286
2025
Q4 		$1.21M Buy
+3,578
New +$1.19M 0.01% 277

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Union Bancaire Privee's VTI Position: Q2 2026 in Review

Union Bancaire Privee sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026, closing a stake of 3,578 shares — an estimated $1.12M sold.

Union Bancaire Privee first reported a position in VTI in Q4 2025 and held it in 2 quarters. The position peaked at $1.21M in Q4 2025. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Union Bancaire Privee reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q2 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 3,578 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $1.12M.
  • Union Bancaire Privee first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2025 and held it in 2 quarters.
  • Union Bancaire Privee's Vanguard Morningstar Total Stock Market ETF position peaked at $1.21M in Q4 2025.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.