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

Country Trust 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
2026 Q2	$199K	Sell	539 -234	-30%	-$83.7K	﹤0.01%	130
2026 Q1	$248K	Hold	773	–	–	﹤0.01%	120
2025 Q4	$259K	Sell	773 -1,022	-57%	-$340K	﹤0.01%	124
2025 Q3	$589K	Hold	1,795	–	–	0.01%	104
2025 Q2	$546K	Buy	1,795 +1,022	+132%	+$287K	0.01%	108
2025 Q1	$212K	Hold	773	–	–	0.01%	122
2024 Q4	$224K	Buy	+773	New	+$226K	0.01%	125
2023 Q1	–	Sell	-2,360	Closed	-$451K	–	320
2022 Q4	$451K	Sell	2,360 -389	-14%	-$75K	0.01%	102
2022 Q3	$493K	Sell	2,749 -127	-4%	-$25.3K	0.02%	99
2022 Q2	$542K	Sell	2,876 -180	-6%	-$37K	0.02%	98
2022 Q1	$696K	Buy	3,056 +2,997	+5,080%	+$674K	0.02%	96
2021 Q4	$14K	Sell	59 -103	-64%	-$24.3K	﹤0.01%	318
2021 Q3	$36K	Sell	162 -172	-51%	-$39.2K	﹤0.01%	235
2021 Q2	$74K	Buy	334 +185	+124%	+$40.1K	﹤0.01%	174
2021 Q1	$31K	Buy	+149	New	+$30.1K	﹤0.01%	228

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

Country Trust Bank's VTI Position: Q2 2026 in Review

Country Trust Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 30% in Q2 2026, selling an estimated $83.7K and leaving 539 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #130.

Country Trust Bank first reported a position in VTI in Q1 2021 and has held it in 15 quarters since. The position peaked at $696K in Q1 2022. 3,687 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Country Trust Bank held 539 shares of Vanguard Morningstar Total Stock Market ETF worth $199K as of Q2 2026.
Country Trust Bank sold 234 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $83.7K.
Vanguard Morningstar Total Stock Market ETF made up ﹤0.01% of Country Trust Bank's portfolio in Q2 2026, its #130 holding.
Country Trust Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2021 and has held it in 15 quarters since.
Country Trust Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $696K in Q1 2022.
3,687 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.