First County Bank
VTI icon

First County Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

First County 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
Q3 		$589K Sell
1,575
-20
-1% -$7.5K 0.27% 86
2026
Q2 		$590K Sell
1,595
-66
-4% -$23.6K 0.28% 91
2026
Q1 		$533K Sell
1,661
-557
-25% -$187K 0.28% 95
2025
Q4 		$744K Hold
2,218
– – 0.39% 74
2025
Q3 		$728K Sell
2,218
-49
-2% -$15.5K 0.37% 78
2025
Q2 		$689K Buy
2,267
+34
+2% +$9.6K 0.37% 82
2025
Q1 		$614K Sell
2,233
-112
-5% -$32.5K 0.34% 89
2024
Q4 		$680K Buy
2,345
+505
+27% +$147K 0.38% 80
2024
Q3 		$521K Buy
1,840
+107
+6% +$29.2K 0.26% 101
2024
Q2 		$464K Sell
1,733
-212
-11% -$54.9K 0.24% 100
2024
Q1 		$506K Sell
1,945
-315
-14% -$77.9K 0.25% 106
2023
Q4 		$536K Buy
2,260
+22
+1% +$4.86K 0.26% 105
2023
Q3 		$475K Sell
2,238
-57
-2% -$12.6K 0.25% 106
2023
Q2 		$506K Sell
2,295
-111
-5% -$23.2K 0.25% 111
2023
Q1 		$491K Buy
2,406
+103
+4% +$20.6K 0.24% 117
2022
Q4 		$440K Buy
+2,303
New +$444K 0.21% 115

Other funds holding VTI

HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
Gibson Capital
Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

First County Bank's VTI Position: Q3 2026 in Review

First County Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q3 2026, selling an estimated $7.5K and leaving 1,575 shares worth $589K. The position accounts for 0.27% of the portfolio, ranked #86.

First County Bank first reported a position in VTI in Q4 2022 and has held it in 16 quarters since. The position peaked at $744K in Q4 2025. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • First County Bank held 1,575 shares of Vanguard Morningstar Total Stock Market ETF worth $589K as of Q3 2026.
  • First County Bank sold 20 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $7.5K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.27% of First County Bank's portfolio in Q3 2026, its #86 holding.
  • First County Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and has held it in 16 quarters since.
  • First County Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $744K in Q4 2025.
  • 1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on First County Bank's 13F filing for Q3 2026, filed 13 Oct 2026.