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

CoreFirst 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	$363K	Sell	980 -633	-39%	-$226K	0.18%	85
2026 Q1	$517K	Sell	1,613 -120	-7%	-$40.3K	0.27%	71
2025 Q4	$581K	Buy	1,733 +633	+58%	+$211K	0.31%	66
2025 Q3	$361K	Hold	1,100	–	–	0.2%	89
2025 Q2	$334K	Hold	1,100	–	–	0.19%	93
2025 Q1	$302K	Sell	1,100 -200	-15%	-$58.1K	0.19%	93
2024 Q4	$377K	Hold	1,300	–	–	0.22%	82
2024 Q3	$368K	Hold	1,300	–	–	0.21%	91
2024 Q2	$348K	Hold	1,300	–	–	0.23%	93
2024 Q1	$338K	Sell	1,300 -229	-15%	-$56.7K	0.21%	93
2023 Q4	$363K	Hold	1,529	–	–	0.24%	86
2023 Q3	$325K	Hold	1,529	–	–	0.23%	95
2023 Q2	$337K	Hold	1,529	–	–	0.24%	96
2023 Q1	$312K	Buy	+1,529	New	+$306K	0.23%	101

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

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

CoreFirst Bank & Trust reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 39% in Q2 2026, selling an estimated $226K and leaving 980 shares worth $363K. The position accounts for 0.18% of the portfolio, ranked #85.

CoreFirst Bank & Trust first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $581K in Q4 2025. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

CoreFirst Bank & Trust held 980 shares of Vanguard Morningstar Total Stock Market ETF worth $363K as of Q2 2026.
CoreFirst Bank & Trust sold 633 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $226K.
Vanguard Morningstar Total Stock Market ETF made up 0.18% of CoreFirst Bank & Trust's portfolio in Q2 2026, its #85 holding.
CoreFirst Bank & Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
CoreFirst Bank & Trust's Vanguard Morningstar Total Stock Market ETF position peaked at $581K in Q4 2025.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on CoreFirst Bank & Trust's 13F filing for Q2 2026, filed 5 Aug 2026.