UAG
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United Advisor Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

United Advisor Group’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
Q1 		$2.02M Buy
6,310
+191
+3% +$64.1K 0.25% 106
2025
Q4 		$2.05M Buy
6,119
+129
+2% +$42.9K 0.26% 99
2025
Q3 		$1.97M Buy
5,990
+1,074
+22% +$339K 0.26% 93
2025
Q2 		$1.49M Buy
4,916
+1,137
+30% +$320K 0.26% 98
2025
Q1 		$1.04M Sell
3,779
-950
-20% -$276K 0.21% 112
2024
Q4 		$1.37M Sell
4,729
-256
-5% -$74.7K 0.27% 89
2024
Q3 		$1.41M Buy
4,985
+1,552
+45% +$423K 0.32% 76
2024
Q2 		$918K Buy
3,433
+367
+12% +$95K 0.29% 84
2024
Q1 		$797K Buy
3,066
+738
+32% +$183K 0.3% 90
2023
Q4 		$554K Buy
+2,328
New +$515K 0.67% 26

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

United Advisor Group's VTI Position: Q1 2026 in Review

United Advisor Group increased its Vanguard Total Stock Market ETF (VTI) stake by 3.1% in Q1 2026, buying an estimated $64.1K and bringing the position to 6,310 shares worth $2.02M. The position accounts for 0.25% of the portfolio, ranked #106.

United Advisor Group first reported a position in VTI in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.05M in Q4 2025. 3,554 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • United Advisor Group held 6,310 shares of Vanguard Total Stock Market ETF worth $2.02M as of Q1 2026.
  • United Advisor Group bought 191 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $64.1K.
  • Vanguard Total Stock Market ETF made up 0.25% of United Advisor Group's portfolio in Q1 2026, its #106 holding.
  • United Advisor Group first reported a position in Vanguard Total Stock Market ETF in Q4 2023 and has held it in 10 quarters since.
  • United Advisor Group's Vanguard Total Stock Market ETF position peaked at $2.05M in Q4 2025.
  • 3,554 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.