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City National Bank of Florida’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

City National Bank of Florida’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 		$260K Buy
703
+1
+0.1% +$358 0.11% 133
2026
Q1 		$225K Hold
702
– – 0.13% 117
2025
Q4 		$235K Sell
702
-507
-42% -$169K 0.15% 115
2025
Q3 		$397K Buy
1,209
+284
+31% +$89.7K 0.26% 75
2025
Q2 		$281K Sell
925
-381
-29% -$107K 0.2% 98
2025
Q1 		$359K Buy
1,306
+333
+34% +$96.7K 0.32% 67
2024
Q4 		$282K Buy
+973
New +$284K 0.26% 85

Other funds holding VTI

Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

City National Bank of Florida's VTI Position: Q2 2026 in Review

City National Bank of Florida increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.14% in Q2 2026, buying an estimated $358 and bringing the position to 703 shares worth $260K. The position accounts for 0.11% of the portfolio, ranked #133.

City National Bank of Florida first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $397K in Q3 2025. 3,102 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • City National Bank of Florida held 703 shares of Vanguard Morningstar Total Stock Market ETF worth $260K as of Q2 2026.
  • City National Bank of Florida bought 1 Vanguard Morningstar Total Stock Market ETF share in Q2 2026, an estimated $358.
  • Vanguard Morningstar Total Stock Market ETF made up 0.11% of City National Bank of Florida's portfolio in Q2 2026, its #133 holding.
  • City National Bank of Florida first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • City National Bank of Florida's Vanguard Morningstar Total Stock Market ETF position peaked at $397K in Q3 2025.
  • 3,102 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on City National Bank of Florida's 13F filing for Q2 2026, filed 15 Jul 2026.