Urban Financial Advisory Corp’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Urban Financial Advisory Corp’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	$54.4K	Hold	147	–	–	0.02%	50
2026 Q1	$47.2K	Buy	147 +16	+12%	+$5.37K	0.02%	46
2025 Q4	$43.9K	Hold	131	–	–	0.02%	45
2025 Q3	$43K	Hold	131	–	–	0.02%	43
2025 Q2	$39.8K	Hold	131	–	–	0.02%	44
2025 Q1	$36K	Hold	131	–	–	0.02%	49
2024 Q4	$38K	Hold	131	–	–	0.02%	45
2024 Q3	$37.1K	Buy	+131	New	+$35.7K	0.02%	44

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Urban Financial Advisory Corp's VTI Position: Q2 2026 in Review

Urban Financial Advisory Corp held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 147 shares worth $54.4K. The position accounts for 0.02% of the portfolio, ranked #50.

Urban Financial Advisory Corp first reported a position in VTI in Q3 2024 and has held it in 8 quarters since. 3,659 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Urban Financial Advisory Corp held 147 shares of Vanguard Morningstar Total Stock Market ETF worth $54.4K as of Q2 2026.
Urban Financial Advisory Corp left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Urban Financial Advisory Corp's portfolio in Q2 2026, its #50 holding.
Urban Financial Advisory Corp first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2024 and has held it in 8 quarters since.
3,659 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Urban Financial Advisory Corp's 13F filing for Q2 2026, filed 6 Aug 2026.