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Bank of Stockton’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Bank of Stockton’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 		$3.37M Buy
9,112
+262
+3% +$93.7K 0.95% 22
2026
Q1 		$2.84M Buy
8,850
+1,474
+20% +$495K 0.88% 23
2025
Q4 		$2.47M Sell
7,376
-951
-11% -$316K 0.71% 30
2025
Q3 		$2.73M Buy
8,327
+492
+6% +$155K 0.78% 30
2025
Q2 		$2.38M Buy
7,835
+1,137
+17% +$320K 0.71% 32
2025
Q1 		$1.84M Buy
6,698
+332
+5% +$96.5K 0.59% 34
2024
Q4 		$1.84M Buy
6,366
+2,356
+59% +$687K 0.56% 35
2024
Q3 		$1.14M Buy
4,010
+667
+20% +$182K 0.34% 48
2024
Q2 		$894K Buy
3,343
+226
+7% +$58.5K 0.28% 52
2024
Q1 		$810K Buy
3,117
+147
+5% +$36.4K 0.25% 56
2023
Q4 		$711K Buy
2,970
+517
+21% +$114K 0.24% 59
2023
Q3 		$501K Buy
2,453
+479
+24% +$106K 0.19% 76
2023
Q2 		$435K Buy
1,974
+124
+7% +$25.9K 0.15% 82
2023
Q1 		$378K Sell
1,850
-654
-26% -$131K 0.13% 88
2022
Q4 		$479K Buy
2,504
+9
+0.4% +$1.73K 0.17% 79
2022
Q3 		$448K Buy
2,495
+535
+27% +$107K 0.17% 81
2022
Q2 		$370K Buy
1,960
+197
+11% +$40.5K 0.14% 84
2022
Q1 		$401K Sell
1,763
-7
-0.4% -$1.57K 0.13% 87
2021
Q4 		$427K Buy
1,770
+148
+9% +$34.9K 0.13% 91
2021
Q3 		$360K Buy
1,622
+315
+24% +$71.8K 0.11% 98
2021
Q2 		$291K Buy
+1,307
New +$284K 0.09% 105

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Bank of Stockton's VTI Position: Q2 2026 in Review

Bank of Stockton increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, buying an estimated $93.7K and bringing the position to 9,112 shares worth $3.37M. The position accounts for 0.95% of the portfolio, ranked #22.

Bank of Stockton first reported a position in VTI in Q2 2021 and has held it in 21 quarters since. 2,469 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Bank of Stockton held 9,112 shares of Vanguard Morningstar Total Stock Market ETF worth $3.37M as of Q2 2026.
  • Bank of Stockton bought 262 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $93.7K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.95% of Bank of Stockton's portfolio in Q2 2026, its #22 holding.
  • Bank of Stockton first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2021 and has held it in 21 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Bank of Stockton's 13F filing for Q2 2026, filed 29 Jul 2026.