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

Unique Wealth’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 		$5.64M Buy
15,249
+9,677
+174% +$3.46M 0.66% 38
2026
Q1 		$1.79M Sell
5,572
-2,276
-29% -$764K 0.25% 57
2025
Q4 		$2.63M Buy
7,848
+2,499
+47% +$831K 0.37% 54
2025
Q3 		$1.76M Sell
5,349
-6
-0.1% -$1.9K 0.26% 70
2025
Q2 		$1.63M Sell
5,355
-157
-3% -$44.2K 0.26% 71
2025
Q1 		$1.51M Buy
5,512
+3,225
+141% +$937K 0.29% 68
2024
Q4 		$663K Buy
2,287
+551
+32% +$161K 0.14% 79
2024
Q3 		$491K Buy
1,736
+539
+45% +$147K 0.11% 80
2024
Q2 		$320K Sell
1,197
-7
-0.6% -$1.81K 0.08% 73
2024
Q1 		$313K Sell
1,204
-8
-0.7% -$1.98K 0.09% 72
2023
Q4 		$287K Buy
1,212
+139
+13% +$30.7K 0.09% 67
2023
Q3 		$228K Sell
1,073
-270
-20% -$59.8K 0.1% 76
2023
Q2 		$296K Buy
+1,343
New +$280K 0.13% 60

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Unique Wealth's VTI Position: Q2 2026 in Review

Unique Wealth increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 174% in Q2 2026, buying an estimated $3.46M and bringing the position to 15,249 shares worth $5.64M. The position accounts for 0.66% of the portfolio, ranked #38.

Unique Wealth first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Unique Wealth held 15,249 shares of Vanguard Morningstar Total Stock Market ETF worth $5.64M as of Q2 2026.
  • Unique Wealth bought 9,677 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.46M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.66% of Unique Wealth's portfolio in Q2 2026, its #38 holding.
  • Unique Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Unique Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.