Union Savings Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Union Savings Bank’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	$1M	Sell	2,703 -20	-0.7%	-$7.15K	0.4%	45
2026 Q1	$874K	Sell	2,723 -266	-9%	-$89.2K	0.38%	51
2025 Q4	$1M	Buy	+2,989	New	+$994K	0.43%	46
2025 Q2	$968K	Hold	3,115	–	–	0.44%	46
2025 Q1	$856K	Sell	3,115 -135	-4%	-$39.2K	0.42%	50
2024 Q4	$942K	Sell	3,250 -46	-1%	-$13.4K	0.46%	47
2024 Q3	$933K	Sell	3,296 -252	-7%	-$68.7K	0.46%	49
2024 Q2	$949K	Sell	3,548 -113	-3%	-$29.2K	0.5%	47
2024 Q1	$951K	Sell	3,661 -223	-6%	-$55.2K	0.5%	45
2023 Q4	$921K	Sell	3,884 -331	-8%	-$73.2K	0.52%	48
2023 Q3	$895K	Hold	4,215	–	–	0.56%	47
2023 Q2	$962K	Buy	+4,215	New	+$879K	0.57%	46

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Union Savings Bank's VTI Position: Q2 2026 in Review

Union Savings Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.73% in Q2 2026, selling an estimated $7.15K and leaving 2,703 shares worth $1M. The position accounts for 0.4% of the portfolio, ranked #45.

Union Savings Bank first reported a position in VTI in Q2 2023 and has held it in 12 quarters since. The position peaked at $1M in Q4 2025. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Union Savings Bank held 2,703 shares of Vanguard Morningstar Total Stock Market ETF worth $1M as of Q2 2026.
Union Savings Bank sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $7.15K.
Vanguard Morningstar Total Stock Market ETF made up 0.4% of Union Savings Bank's portfolio in Q2 2026, its #45 holding.
Union Savings Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 12 quarters since.
Union Savings Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $1M in Q4 2025.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.