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Unique Wealth’s Vanguard 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

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 $43.3B AUM 29.3% 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's VTI Position: Q2 2026 in Review

Unique Wealth increased its Vanguard 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. 1,799 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Unique Wealth held 15,249 shares of Vanguard Total Stock Market ETF worth $5.64M as of Q2 2026.
  • Unique Wealth bought 9,677 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $3.46M.
  • Vanguard 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 Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,799 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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