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Exchange Bank’s Vanguard Total Stock Market ETF VTI Stock Holding History

Exchange 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 		$4.95M Buy
13,366
+2,221
+20% +$794K 3.08% 4
2026
Q1 		$3.58M Buy
11,145
+498
+5% +$167K 2.48% 10
2025
Q4 		$3.57M Sell
10,647
-2,018
-16% -$671K 2.47% 7
2025
Q3 		$4.16M Buy
12,665
+8
+0.1% +$2.53K 2.88% 5
2025
Q2 		$3.85M Sell
12,657
-160
-1% -$45K 3.04% 5
2025
Q1 		$3.52M Sell
12,817
-389
-3% -$113K 2.84% 8
2024
Q4 		$3.83M Buy
13,206
+4
+0% +$1.17K 3.08% 5
2024
Q3 		$3.74M Buy
13,202
+453
+4% +$124K 3.06% 6
2024
Q2 		$3.41M Buy
12,749
+786
+7% +$203K 2.9% 9
2024
Q1 		$3.11M Buy
11,963
+122
+1% +$30.2K 2.56% 8
2023
Q4 		$2.81M Buy
11,841
+1,089
+10% +$241K 2.43% 9
2023
Q3 		$2.28M Sell
10,752
-142
-1% -$31.4K 2.19% 9
2023
Q2 		$2.4M Buy
+10,894
New +$2.27M 2.32% 8

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 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
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
VCP
Vista Capital Partners Portland, Oregon $1.14B AUM 21.34% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Exchange Bank's VTI Position: Q2 2026 in Review

Exchange Bank increased its Vanguard Total Stock Market ETF (VTI) stake by 20% in Q2 2026, buying an estimated $794K and bringing the position to 13,366 shares worth $4.95M. The position accounts for 3.08% of the portfolio, ranked #4.

Exchange Bank first reported a position in VTI in Q2 2023 and has held it in 13 quarters since. 1,392 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Exchange Bank held 13,366 shares of Vanguard Total Stock Market ETF worth $4.95M as of Q2 2026.
  • Exchange Bank bought 2,221 Vanguard Total Stock Market ETF shares in Q2 2026, an estimated $794K.
  • Vanguard Total Stock Market ETF made up 3.08% of Exchange Bank's portfolio in Q2 2026, its #4 holding.
  • Exchange Bank first reported a position in Vanguard Total Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,392 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Exchange Bank's 13F filing for Q2 2026, filed 9 Jul 2026.