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Canandaigua National Bank & Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Canandaigua National Bank & Trust’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 		$612K Buy
+1,654
New +$591K 0.05% 217
2025
Q4 		$493K Hold
1,469
– – 0.04% 236
2025
Q3 		$482K Hold
1,469
– – 0.04% 243
2025
Q2 		$446K Hold
1,469
– – 0.04% 249
2025
Q1 		$404K Buy
1,469
+295
+25% +$85.7K 0.04% 252
2024
Q4 		$340K Hold
1,174
– – 0.03% 257
2024
Q3 		$332K Sell
1,174
-63
-5% -$17.2K 0.03% 261
2024
Q2 		$331K Buy
+1,237
New +$320K 0.04% 237

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
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Canandaigua National Bank & Trust's VTI Position: Q2 2026 in Review

Canandaigua National Bank & Trust opened a new position in Vanguard Morningstar Total Stock Market ETF (VTI) in Q2 2026: 1,654 shares worth $612K. The stake represents 0.05% of the portfolio and ranks #217 among its holdings. This is a return to the name: Canandaigua National Bank & Trust previously reported a position in VTI as recently as Q4 2025.

Canandaigua National Bank & Trust first reported a position in VTI in Q2 2024 and has held it in 8 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Canandaigua National Bank & Trust held 1,654 shares of Vanguard Morningstar Total Stock Market ETF worth $612K as of Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF was a new Canandaigua National Bank & Trust position in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.05% of Canandaigua National Bank & Trust's portfolio in Q2 2026, its #217 holding.
  • Canandaigua National Bank & Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Canandaigua National Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.