1ST Source Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

1ST Source 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	$589K	Sell	1,592 -453	-22%	-$162K	0.03%	199
2026 Q1	$656K	Buy	2,045 +354	+21%	+$119K	0.03%	185
2025 Q4	$567K	Sell	1,691 -15	-0.9%	-$4.99K	0.03%	185
2025 Q3	$560K	Buy	1,706 +42	+3%	+$13.3K	0.03%	181
2025 Q2	$506K	Buy	1,664 +559	+51%	+$157K	0.03%	189
2025 Q1	$304K	Sell	1,105 -25	-2%	-$7.26K	0.02%	233
2024 Q4	$327K	Hold	1,130	–	–	0.02%	223
2024 Q3	$320K	Buy	+1,130	New	+$308K	0.02%	225
2023 Q2	–	Sell	-983	Closed	-$201K	–	254
2023 Q1	$201K	Buy	+983	New	+$197K	0.01%	247

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

1ST Source Bank's VTI Position: Q2 2026 in Review

1ST Source Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 22% in Q2 2026, selling an estimated $162K and leaving 1,592 shares worth $589K. The position accounts for 0.03% of the portfolio, ranked #199.

1ST Source Bank first reported a position in VTI in Q1 2023 and has held it in 9 quarters since. The position peaked at $656K in Q1 2026. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

1ST Source Bank held 1,592 shares of Vanguard Morningstar Total Stock Market ETF worth $589K as of Q2 2026.
1ST Source Bank sold 453 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $162K.
Vanguard Morningstar Total Stock Market ETF made up 0.03% of 1ST Source Bank's portfolio in Q2 2026, its #199 holding.
1ST Source Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 9 quarters since.
1ST Source Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $656K in Q1 2026.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on 1ST Source Bank's 13F filing for Q2 2026, filed 6 Aug 2026.