SEC 13F Intelligence

Unify Financial Advisors / VTI

Unify Financial Advisors’s Vanguard Index Fds Position

Does Unify Financial Advisors own Vanguard Index Fds (VTI)? Yes19.3K shares worth $6M (+6.42% of its 13F portfolio) as of Q1 2026.

Position Value
$6M
Q1 2026
Shares
19.3K
% of Portfolio
+6.42%
Quarters Held
1
currently held

Position History VTI

Reported value by quarter
Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202619.3K$6M+6.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Unify Financial Advisors’s full portfolio or all institutional holders of VTI.