UCB
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United Community Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

United Community Bank’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 		$7.89M Buy
21,321
+2,600
+14% +$930K 2.44% 6
2026
Q1 		$6.01M Buy
18,721
+5,385
+40% +$1.81M 2% 7
2025
Q4 		$4.47M Buy
13,336
+2,465
+23% +$820K 1.69% 8
2025
Q3 		$3.57M Buy
10,871
+4,274
+65% +$1.35M 1.1% 11
2025
Q2 		$2.01M Sell
6,597
-10
-0.2% -$2.81K 0.69% 33
2025
Q1 		$1.82M Sell
6,607
-45
-0.7% -$13.1K 0.68% 36
2024
Q4 		$1.93M Buy
6,652
+35
+0.5% +$10.2K 0.75% 32
2024
Q3 		$1.87M Buy
6,617
+76
+1% +$20.7K 0.73% 34
2024
Q2 		$1.75M Sell
6,541
-5,810
-47% -$1.5M 0.71% 37
2024
Q1 		$3.08M Buy
12,351
+5,383
+77% +$1.33M 1.2% 12
2023
Q4 		$1.65M Sell
6,968
-70
-1% -$15.5K 0.7% 37
2023
Q3 		$1.49M Buy
7,038
+5,392
+328% +$1.19M 0.73% 38
2023
Q2 		$363K Sell
1,646
-64
-4% -$13.3K 0.32% 61
2023
Q1 		$349K Sell
1,710
-15
-0.9% -$3K 0.33% 51
2022
Q4 		$330K Sell
1,725
-35
-2% -$6.75K 0.32% 53
2022
Q3 		$316K Hold
1,760
– – 0.33% 57
2022
Q2 		$332K Sell
1,760
-376
-18% -$77.3K 0.36% 56
2022
Q1 		$486K Sell
2,136
-20
-0.9% -$4.5K 0.49% 45
2021
Q4 		$521K Buy
+2,156
New +$509K 0.52% 45

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 Community Bank's VTI Position: Q2 2026 in Review

United Community Bank increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 14% in Q2 2026, buying an estimated $930K and bringing the position to 21,321 shares worth $7.89M. The position accounts for 2.44% of the portfolio, ranked #6.

United Community Bank first reported a position in VTI in Q4 2021 and has held it in 19 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • United Community Bank held 21,321 shares of Vanguard Morningstar Total Stock Market ETF worth $7.89M as of Q2 2026.
  • United Community Bank bought 2,600 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $930K.
  • Vanguard Morningstar Total Stock Market ETF made up 2.44% of United Community Bank's portfolio in Q2 2026, its #6 holding.
  • United Community Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2021 and has held it in 19 quarters since.
  • 3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.