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Unique Wealth Strategies’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Unique Wealth Strategies’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 		$339K Buy
+916
New +$328K 0.12% 176
2024
Q3 		– Sell
-255
Closed -$66.3K – 661
2024
Q2 		$66.3K Buy
+255
New +$66K 0.03% 228

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
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Unique Wealth Strategies's VTI Position: Q2 2026 in Review

Unique Wealth Strategies opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 916 shares worth $339K. The stake represents 0.12% of the portfolio and ranks #176 among its holdings. This is a return to the name: Unique Wealth Strategies previously reported a position in VTI as recently as Q2 2024.

Unique Wealth Strategies first reported a position in VTI in Q2 2024 and has held it in 2 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Unique Wealth Strategies held 916 shares of Vanguard Morningstar Total Stock Market ETF worth $339K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Unique Wealth Strategies position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Unique Wealth Strategies's portfolio in Q2 2026, its #176 holding.
  • Unique Wealth Strategies first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Unique Wealth Strategies's 13F filing for Q2 2026, filed 15 Jul 2026.