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

Cadence 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
2025
Q4 		$3.93M Buy
11,735
+81
+0.7% +$26.9K 0.23% 81
2025
Q3 		$3.82M Buy
11,654
+342
+3% +$108K 0.23% 81
2025
Q2 		$3.44M Buy
11,312
+49
+0.4% +$13.8K 0.23% 88
2025
Q1 		$3.1M Buy
11,263
+100
+0.9% +$29.1K 0.22% 84
2024
Q4 		$3.24M Sell
11,163
-3,959
-26% -$1.16M 0.22% 88
2024
Q3 		$4.28M Buy
15,122
+3,863
+34% +$1.05M 0.3% 78
2024
Q2 		$3.01M Hold
11,259
– – 0.23% 84
2024
Q1 		$2.93M Sell
11,259
-10
-0.1% -$2.47K 0.21% 89
2023
Q4 		$2.67M Sell
11,269
-30
-0.3% -$6.63K 0.22% 88
2023
Q3 		$2.4M Sell
11,299
-75
-0.7% -$16.6K 0.21% 89
2023
Q2 		$2.51M Buy
11,374
+47
+0.4% +$9.8K 0.22% 89
2023
Q1 		$2.31M Buy
11,327
+115
+1% +$23K 0.21% 94
2022
Q4 		$2.14M Hold
11,212
– – 0.2% 96
2022
Q3 		$2.01M Buy
11,212
+9,501
+555% +$1.89M 0.21% 92
2022
Q2 		$323K Sell
1,711
-2
-0.1% -$411 0.05% 157
2022
Q1 		$390K Hold
1,713
– – 0.05% 151
2021
Q4 		$414K Hold
1,713
– – 0.05% 152
2021
Q3 		$380K Hold
1,713
– – 0.05% 154
2021
Q2 		$381K Sell
1,713
-557
-25% -$121K 0.06% 151
2021
Q1 		$469K Sell
2,270
-166
-7% -$33.6K 0.07% 139
2020
Q4 		$475K Buy
2,436
+166
+7% +$30.3K 0.07% 147
2020
Q3 		$387K Hold
2,270
– – 0.08% 138
2020
Q2 		$356K Hold
2,270
– – 0.07% 147
2020
Q1 		$292K Buy
2,270
+599
+36% +$92.6K 0.07% 143
2019
Q4 		$273K Sell
1,671
-762
-31% -$119K 0.05% 173
2019
Q3 		$367K Hold
2,433
– – 0.03% 168
2019
Q2 		$365K Buy
2,433
+762
+46% +$112K 0.04% 166
2019
Q1 		$242K Hold
1,671
– – 0.02% 210
2018
Q4 		$213K Hold
1,671
– – 0.03% 214
2018
Q3 		$250K Hold
1,671
– – 0.02% 218
2018
Q2 		$235K Hold
1,671
– – 0.02% 216
2018
Q1 		$227K Hold
1,671
– – 0.02% 223
2017
Q4 		$229K Buy
+1,671
New +$224K 0.02% 230

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cadence Bank's VTI Position: Q4 2025 in Review

Cadence Bank increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.7% in Q4 2025, buying an estimated $26.9K and bringing the position to 11,735 shares worth $3.93M. The position accounts for 0.23% of the portfolio, ranked #81.

Cadence Bank first reported a position in VTI in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.28M in Q3 2024. 3,583 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • Cadence Bank held 11,735 shares of Vanguard Morningstar Total Stock Market ETF worth $3.93M as of Q4 2025.
  • Cadence Bank bought 81 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $26.9K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.23% of Cadence Bank's portfolio in Q4 2025, its #81 holding.
  • Cadence Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 33 quarters since.
  • Cadence Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $4.28M in Q3 2024.
  • 3,583 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.