Unison Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Unison Advisors’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	$1.5M	Buy	4,052 +14	+0.3%	+$5.01K	0.1%	83
2026 Q1	$1.3M	Sell	4,038 -19	-0.5%	-$6.38K	0.1%	84
2025 Q4	$1.36M	Buy	4,057 +25	+0.6%	+$8.32K	0.12%	77
2025 Q3	$1.32M	Buy	4,032 +28	+0.7%	+$8.85K	0.12%	81
2025 Q2	$1.22M	Buy	4,004 +63	+2%	+$17.7K	0.14%	79
2025 Q1	$1.08M	Buy	3,941 +48	+1%	+$13.9K	0.14%	80
2024 Q4	$1.13M	Buy	3,893 +109	+3%	+$31.8K	0.13%	80
2024 Q3	$1.07M	Buy	3,784 +50	+1%	+$13.6K	0.13%	83
2024 Q2	$999K	Buy	3,734 +2,570	+221%	+$665K	0.13%	87
2024 Q1	$302K	Buy	1,164 +32	+3%	+$7.92K	0.03%	167
2023 Q4	$268K	Buy	+1,132	New	+$250K	0.03%	173

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Unison Advisors's VTI Position: Q2 2026 in Review

Unison Advisors increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.35% in Q2 2026, buying an estimated $5.01K and bringing the position to 4,052 shares worth $1.5M. The position accounts for 0.1% of the portfolio, ranked #83.

Unison Advisors first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,691 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Unison Advisors held 4,052 shares of Vanguard Morningstar Total Stock Market ETF worth $1.5M as of Q2 2026.
Unison Advisors bought 14 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.01K.
Vanguard Morningstar Total Stock Market ETF made up 0.1% of Unison Advisors's portfolio in Q2 2026, its #83 holding.
Unison Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
3,691 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Unison Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.