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Uniting Wealth Partners’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Uniting Wealth Partners’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 		$284K Buy
+766
New +$274K 0.06% 155
2025
Q4 		– Sell
-678
Closed -$223K – 205
2025
Q3 		$223K Buy
+678
New +$214K 0.05% 173

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

Uniting Wealth Partners's VTI Position: Q2 2026 in Review

Uniting Wealth Partners opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 766 shares worth $284K. The stake represents 0.06% of the portfolio and ranks #155 among its holdings. This is a return to the name: Uniting Wealth Partners previously reported a position in VTI as recently as Q3 2025.

Uniting Wealth Partners first reported a position in VTI in Q3 2025 and has held it in 2 quarters since. 3,669 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Uniting Wealth Partners held 766 shares of Vanguard Morningstar Total Stock Market ETF worth $284K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Uniting Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.06% of Uniting Wealth Partners's portfolio in Q2 2026, its #155 holding.
  • Uniting Wealth Partners first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2025 and has held it in 2 quarters since.
  • 3,669 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.