BankPlus Trust Department’s Vanguard Morningstar 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 Q2	$665K	Buy	1,797 +181	+11%	+$64.7K	0.16%	114
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 $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

BankPlus Trust Department's VTI Position: Q2 2026 in Review

BankPlus Trust Department increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 11% in Q2 2026, buying an estimated $64.7K and bringing the position to 1,797 shares worth $665K. The position accounts for 0.16% of the portfolio, ranked #114.

BankPlus Trust Department first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. 3,697 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

BankPlus Trust Department held 1,797 shares of Vanguard Morningstar Total Stock Market ETF worth $665K as of Q2 2026.
BankPlus Trust Department bought 181 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $64.7K.
Vanguard Morningstar Total Stock Market ETF made up 0.16% of BankPlus Trust Department's portfolio in Q2 2026, its #114 holding.
BankPlus Trust Department first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
3,697 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.