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FineMark National Bank & Trust’s Vanguard Total Stock Market ETF VTI Stock Holding History

FineMark National 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
2025
Q4 		$20.6M Buy
61,524
+372
+0.6% +$124K 0.64% 35
2025
Q3 		$20.1M Buy
61,152
+1,010
+2% +$319K 0.66% 34
2025
Q2 		$18.3M Sell
60,142
-2,788
-4% -$784K 0.62% 40
2025
Q1 		$17.3M Buy
62,930
+652
+1% +$189K 0.63% 39
2024
Q4 		$18M Sell
62,278
-562
-0.9% -$164K 0.63% 39
2024
Q3 		$17.8M Sell
62,840
-6,335
-9% -$1.73M 0.62% 42
2024
Q2 		$18.5M Buy
69,175
+34,477
+99% +$8.92M 0.68% 31
2024
Q1 		$9.02M Buy
34,698
+10,927
+46% +$2.7M 0.34% 80
2023
Q4 		$5.64M Sell
23,771
-1,783
-7% -$394K 0.23% 98
2023
Q3 		$5.43M Buy
25,554
+11,898
+87% +$2.63M 0.24% 98
2023
Q2 		$3.01M Sell
13,656
-3,068
-18% -$640K 0.12% 132
2023
Q1 		$3.41M Buy
16,724
+875
+6% +$175K 0.15% 121
2022
Q4 		$3.03M Buy
15,849
+4,044
+34% +$779K 0.14% 124
2022
Q3 		$2.12M Sell
11,805
-1,448
-11% -$289K 0.1% 141
2022
Q2 		$2.5M Buy
13,253
+1,975
+18% +$406K 0.11% 139
2022
Q1 		$2.57M Sell
11,278
-2,234
-17% -$502K 0.1% 141
2021
Q4 		$3.26M Buy
13,512
+228
+2% +$53.8K 0.12% 129
2021
Q3 		$2.95M Sell
13,284
-1,918
-13% -$437K 0.12% 128
2021
Q2 		$3.39M Buy
15,202
+2,053
+16% +$446K 0.14% 123
2021
Q1 		$2.72M Buy
13,149
+4,097
+45% +$829K 0.11% 130
2020
Q4 		$1.76M Sell
9,052
-10,671
-54% -$1.95M 0.08% 143
2020
Q3 		$3.36M Sell
19,723
-3,245
-14% -$546K 0.16% 99
2020
Q2 		$3.6M Buy
22,968
+802
+4% +$118K 0.2% 99
2020
Q1 		$2.86M Buy
22,166
+15,250
+221% +$2.36M 0.18% 100
2019
Q4 		$1.13M Buy
6,916
+219
+3% +$34.3K 0.06% 165
2019
Q3 		$1.01M Hold
6,697
– – 0.05% 174
2019
Q2 		$1M Hold
6,697
– – 0.06% 173
2019
Q1 		$969K Sell
6,697
-57
-0.8% -$7.95K 0.06% 166
2018
Q4 		$862K Hold
6,754
– – 0.06% 171
2018
Q3 		$1.01M Sell
6,754
-145
-2% -$21.3K 0.06% 158
2018
Q2 		$969K Buy
6,899
+1,400
+25% +$195K 0.06% 177
2018
Q1 		$746K Buy
5,499
+258
+5% +$36.2K 0.05% 198
2017
Q4 		$719K Sell
5,241
-22
-0.4% -$2.94K 0.05% 196
2017
Q3 		$682K Buy
5,263
+1,658
+46% +$210K 0.05% 199
2017
Q2 		$449K Sell
3,605
-100
-3% -$12.3K 0.03% 236
2017
Q1 		$449K Buy
3,705
+586
+19% +$70.2K 0.03% 235
2016
Q4 		$360K Buy
3,119
+176
+6% +$19.8K 0.03% 254
2016
Q3 		$328K Buy
2,943
+176
+6% +$19.5K 0.04% 263
2016
Q2 		$296K Sell
2,767
-547
-17% -$58K 0.03% 270
2016
Q1 		$347K Sell
3,314
-275
-8% -$27.3K 0.04% 242
2015
Q4 		$374K Sell
3,589
-118
-3% -$12.4K 0.04% 235
2015
Q3 		$366K Sell
3,707
-749
-17% -$78.6K 0.05% 244
2015
Q2 		$477K Sell
4,456
-1,100
-20% -$120K 0.06% 223
2015
Q1 		$596K Buy
5,556
+782
+16% +$83.5K 0.08% 194
2014
Q4 		$506K Buy
4,774
+112
+2% +$11.6K 0.07% 207
2014
Q3 		$472K Sell
4,662
-315
-6% -$32.2K 0.08% 205
2014
Q2 		$506K Buy
4,977
+1,716
+53% +$169K 0.09% 193
2014
Q1 		$318K Sell
3,261
-524
-14% -$50.2K 0.06% 248
2013
Q4 		$363K Buy
3,785
+543
+17% +$49.9K 0.08% 219
2013
Q3 		$284K Buy
3,242
+2,009
+163% +$175K 0.07% 243
2013
Q2 		$102K Buy
+1,233
New +$102K 0.03% 389

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FineMark National Bank & Trust's VTI Position: Q4 2025 in Review

FineMark National Bank & Trust increased its Vanguard Total Stock Market ETF (VTI) stake by 0.61% in Q4 2025, buying an estimated $124K and bringing the position to 61,524 shares worth $20.6M. The position accounts for 0.64% of the portfolio, ranked #35.

FineMark National Bank & Trust first reported a position in VTI in Q2 2013 and has held it in 51 quarters since. 3,568 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

  • FineMark National Bank & Trust held 61,524 shares of Vanguard Total Stock Market ETF worth $20.6M as of Q4 2025.
  • FineMark National Bank & Trust bought 372 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $124K.
  • Vanguard Total Stock Market ETF made up 0.64% of FineMark National Bank & Trust's portfolio in Q4 2025, its #35 holding.
  • FineMark National Bank & Trust first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 51 quarters since.
  • 3,568 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.