Community Trust & Investment’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Community Trust & Investment’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	$328K	Sell	886 -1,454	-62%	-$520K	0.02%	128
2026 Q1	$751K	Buy	2,340 +1,566	+202%	+$525K	0.04%	103
2025 Q4	$259K	Hold	774	–	–	0.01%	130
2025 Q3	$254K	Hold	774	–	–	0.01%	132
2025 Q2	$235K	Hold	774	–	–	0.01%	127
2025 Q1	$213K	Hold	774	–	–	0.01%	128
2024 Q4	$224K	Hold	774	–	–	0.01%	124
2024 Q3	$219K	Hold	774	–	–	0.01%	126
2024 Q2	$207K	Hold	774	–	–	0.01%	110
2024 Q1	$201K	Buy	+774	New	+$191K	0.01%	110
2023 Q1	–	Sell	-1,073	Closed	-$205K	–	120
2022 Q4	$205K	Buy	+1,073	New	+$207K	0.02%	114
2020 Q1	–	Sell	-1,305	Closed	-$214K	–	65
2019 Q4	$214K	Sell	1,305 -193	-13%	-$30.2K	0.02%	60
2019 Q3	$226K	Buy	+1,498	New	+$226K	0.03%	61

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Community Trust & Investment's VTI Position: Q2 2026 in Review

Community Trust & Investment reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 62% in Q2 2026, selling an estimated $520K and leaving 886 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #128.

Community Trust & Investment first reported a position in VTI in Q3 2019 and has held it in 13 quarters since. The position peaked at $751K in Q1 2026. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Community Trust & Investment held 886 shares of Vanguard Morningstar Total Stock Market ETF worth $328K as of Q2 2026.
Community Trust & Investment sold 1,454 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $520K.
Vanguard Morningstar Total Stock Market ETF made up 0.02% of Community Trust & Investment's portfolio in Q2 2026, its #128 holding.
Community Trust & Investment first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2019 and has held it in 13 quarters since.
Community Trust & Investment's Vanguard Morningstar Total Stock Market ETF position peaked at $751K in Q1 2026.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Community Trust & Investment's 13F filing for Q2 2026, filed 8 Jul 2026.