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Unionview LLC’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Unionview LLC’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
2024
Q4 		$972K Buy
3,352
+44
+1% +$12.8K 0.71% 28
2024
Q3 		$937K Sell
3,308
-81
-2% -$22.1K 0.73% 27
2024
Q2 		$907K Buy
3,389
+58
+2% +$15K 0.74% 30
2024
Q1 		$866K Buy
3,331
+71
+2% +$17.6K 0.72% 26
2023
Q4 		$773K Buy
3,260
+13
+0.4% +$2.87K 0.69% 30
2023
Q3 		$690K Buy
3,247
+12
+0.4% +$2.66K 0.65% 31
2023
Q2 		$713K Buy
3,235
+13
+0.4% +$2.71K 0.65% 27
2023
Q1 		$658K Buy
3,222
+12
+0.4% +$2.4K 0.62% 31
2022
Q4 		$614K Buy
3,210
+16
+0.5% +$3.08K 0.61% 31
2022
Q3 		$573K Hold
3,194
– – 0.65% 29
2022
Q2 		$602K Buy
3,194
+95
+3% +$19.5K 0.67% 26
2022
Q1 		$706K Sell
3,099
-121
-4% -$27.2K 0.66% 28
2021
Q4 		$777K Buy
+3,220
New +$760K 0.73% 25

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Unionview LLC's VTI Position: Q4 2024 in Review

Unionview LLC increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q4 2024, buying an estimated $12.8K and bringing the position to 3,352 shares worth $972K. The position accounts for 0.71% of the portfolio, ranked #28.

Unionview LLC first reported a position in VTI in Q4 2021 and has held it in 13 quarters since. 3,172 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Unionview LLC held 3,352 shares of Vanguard Morningstar Total Stock Market ETF worth $972K as of Q4 2024.
  • Unionview LLC bought 44 Vanguard Morningstar Total Stock Market ETF shares in Q4 2024, an estimated $12.8K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.71% of Unionview LLC's portfolio in Q4 2024, its #28 holding.
  • Unionview LLC first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 13 quarters since.
  • 3,172 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Unionview LLC's 13F filing for Q4 2024, filed 3 Feb 2025.