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United Advisor Group’s VirTra VTSI Stock Holding History

United Advisor Group’s Portfolio VTSI Stock Details VTSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$188K Sell
59,715
-1,945
-3% -$7.4K 0.02% 525
2026
Q1 		$229K Buy
61,660
+7,960
+15% +$35.6K 0.03% 461
2025
Q4 		$226K Buy
+53,700
New +$280K 0.03% 449

Other funds holding VTSI

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $246M AUM 130.69% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

United Advisor Group reduced its VirTra (VTSI) stake by 3.2% in Q2 2026, selling an estimated $7.4K and leaving 59,715 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #525.

United Advisor Group first reported a position in VTSI in Q4 2025 and has held it in 3 quarters since. The position peaked at $229K in Q1 2026. 34 funds tracked by Wall St. Rank hold VTSI as of Q2 2026.

  • United Advisor Group held 59,715 shares of VirTra worth $188K as of Q2 2026.
  • United Advisor Group sold 1,945 VirTra shares in Q2 2026, an estimated $7.4K.
  • VirTra made up 0.02% of United Advisor Group's portfolio in Q2 2026, its #525 holding.
  • United Advisor Group first reported a position in VirTra in Q4 2025 and has held it in 3 quarters since.
  • United Advisor Group's VirTra position peaked at $229K in Q1 2026.
  • 34 funds tracked by Wall St. Rank held VirTra as of Q2 2026.

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