UAG
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United Advisor Group’s Vanguard Morningstar 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
Q2 		$3.01M Buy
8,122
+1,812
+29% +$648K 0.32% 85
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 $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

United Advisor Group's VTI Position: Q2 2026 in Review

United Advisor Group increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 29% in Q2 2026, buying an estimated $648K and bringing the position to 8,122 shares worth $3.01M. The position accounts for 0.32% of the portfolio, ranked #85.

United Advisor Group first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • United Advisor Group held 8,122 shares of Vanguard Morningstar Total Stock Market ETF worth $3.01M as of Q2 2026.
  • United Advisor Group bought 1,812 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $648K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.32% of United Advisor Group's portfolio in Q2 2026, its #85 holding.
  • United Advisor Group first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • 3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.