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BankPlus Trust Department’s Vanguard Total Stock Market ETF VTI Stock Holding History

BankPlus Trust Department’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
Q1 		$518K Buy
1,616
+269
+20% +$90.3K 0.14% 119
2025
Q4 		$452K Hold
1,347
– – 0.12% 123
2025
Q3 		$442K Hold
1,347
– – 0.12% 123
2025
Q2 		$409K Buy
1,347
+314
+30% +$88.3K 0.12% 119
2025
Q1 		$284K Sell
1,033
-71
-6% -$20.6K 0.09% 121
2024
Q4 		$320K Buy
+1,104
New +$322K 0.11% 120

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BankPlus Trust Department's VTI Position: Q1 2026 in Review

BankPlus Trust Department increased its Vanguard Total Stock Market ETF (VTI) stake by 20% in Q1 2026, buying an estimated $90.3K and bringing the position to 1,616 shares worth $518K. The position accounts for 0.14% of the portfolio, ranked #119.

BankPlus Trust Department first reported a position in VTI in Q4 2024 and has held it in 6 quarters since. 3,553 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • BankPlus Trust Department held 1,616 shares of Vanguard Total Stock Market ETF worth $518K as of Q1 2026.
  • BankPlus Trust Department bought 269 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $90.3K.
  • Vanguard Total Stock Market ETF made up 0.14% of BankPlus Trust Department's portfolio in Q1 2026, its #119 holding.
  • BankPlus Trust Department first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 6 quarters since.
  • 3,553 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.