First National Bank of Mount Dora’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

First National Bank of Mount Dora’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	$5.16M	Hold	13,955	–	–	1.03%	36
2026 Q1	$4.48M	Hold	13,955	–	–	0.97%	39
2025 Q4	$4.68M	Hold	13,955	–	–	1.02%	37
2025 Q3	$4.58M	Buy	13,955 +599	+4%	+$189K	1.01%	38
2025 Q2	$4.06M	Buy	13,356 +965	+8%	+$271K	0.92%	41
2025 Q1	$3.41M	Hold	12,391	–	–	0.83%	47
2024 Q4	$3.59M	Hold	12,391	–	–	0.84%	48
2024 Q3	$3.51M	Hold	12,391	–	–	0.8%	50
2024 Q2	$3.31M	Hold	12,391	–	–	0.8%	47
2024 Q1	$3.22M	Buy	12,391 +91	+0.7%	+$22.5K	0.78%	49
2023 Q4	$2.92M	Buy	12,300 +280	+2%	+$61.9K	0.78%	53
2023 Q3	$2.55M	Hold	12,020	–	–	0.75%	55
2023 Q2	$2.65M	Hold	12,020	–	–	0.75%	53
2023 Q1	$2.45M	Buy	12,020 +248	+2%	+$49.6K	0.74%	51
2022 Q4	$2.25M	Hold	11,772	–	–	0.74%	52
2022 Q3	$2.11M	Buy	11,772 +111	+1%	+$22.1K	0.75%	51
2022 Q2	$2.2M	Hold	11,661	–	–	0.76%	45
2022 Q1	$2.65M	Buy	11,661 +361	+3%	+$81.2K	0.8%	42
2021 Q4	$2.73M	Buy	11,300 +44	+0.4%	+$10.4K	0.8%	47
2021 Q3	$2.5M	Hold	11,256	–	–	0.82%	44
2021 Q2	$2.51M	Hold	11,256	–	–	0.82%	47
2021 Q1	$2.33M	Buy	11,256 +600	+6%	+$121K	0.81%	48
2020 Q4	$2.07M	Hold	10,656	–	–	0.75%	52
2020 Q3	$1.81M	Hold	10,656	–	–	0.75%	52
2020 Q2	$1.67M	Hold	10,656	–	–	0.76%	52
2020 Q1	$1.37M	Buy	10,656 +5,478	+106%	+$847K	0.73%	48
2019 Q4	$847K	Hold	5,178	–	–	0.36%	62
2019 Q3	$782K	Hold	5,178	–	–	0.36%	63
2019 Q2	$777K	Hold	5,178	–	–	0.36%	59
2019 Q1	$749K	Hold	5,178	–	–	0.33%	67
2018 Q4	$661K	Hold	5,178	–	–	0.33%	64
2018 Q3	$775K	Hold	5,178	–	–	0.33%	66
2018 Q2	$727K	Hold	5,178	–	–	0.33%	64
2018 Q1	$703K	Hold	5,178	–	–	0.32%	64
2017 Q4	$711K	Buy	+5,178	New	+$693K	0.31%	63

Other funds holding VTI

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

First National Bank of Mount Dora's VTI Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 13,955 shares worth $5.16M. The position accounts for 1.03% of the portfolio, ranked #36.

First National Bank of Mount Dora first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. 2,475 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

First National Bank of Mount Dora held 13,955 shares of Vanguard Morningstar Total Stock Market ETF worth $5.16M as of Q2 2026.
First National Bank of Mount Dora left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
Vanguard Morningstar Total Stock Market ETF made up 1.03% of First National Bank of Mount Dora's portfolio in Q2 2026, its #36 holding.
First National Bank of Mount Dora first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
2,475 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.