Unique Wealth
VTI icon

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
Q3 		$5.64M Sell
15,072
-177
-1% -$66.3K 0.64% 40
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

WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Narodna banka Slovenska
Narodna banka Slovenska Bratislava $3.39B AUM
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
National Mutual Insurance Federation of Agricultural Cooperatives
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moss Adams Wealth Advisors
Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Unique Wealth's VTI Position: Q3 2026 in Review

Unique Wealth reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.2% in Q3 2026, selling an estimated $66.3K and leaving 15,072 shares worth $5.64M. The position accounts for 0.64% of the portfolio, ranked #40.

Unique Wealth first reported a position in VTI in Q2 2023 and has held it in 14 quarters since. The position peaked at $5.64M in Q2 2026. 1,815 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Unique Wealth held 15,072 shares of Vanguard Morningstar Total Stock Market ETF worth $5.64M as of Q3 2026.
  • Unique Wealth sold 177 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $66.3K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.64% of Unique Wealth's portfolio in Q3 2026, its #40 holding.
  • Unique Wealth first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 14 quarters since.
  • Unique Wealth's Vanguard Morningstar Total Stock Market ETF position peaked at $5.64M in Q2 2026.
  • 1,815 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Unique Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.