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

First Western 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	$50.2M	Buy	135,734 +526	+0.4%	+$188K	2.45%	8
2026 Q1	$43.4M	Buy	135,208 +133,330	+7,100%	+$44.7M	2.19%	8
2025 Q4	$630K	Sell	1,878 -133,330	-99%	-$44.4M	0.03%	109
2025 Q3	$44.4M	Buy	135,208 +313	+0.2%	+$98.9K	2.04%	8
2025 Q2	$41M	Sell	134,895 -27	-0%	-$7.59K	1.84%	7
2025 Q1	$37.1M	Buy	134,922 +27	+0%	+$7.84K	1.78%	7
2024 Q4	$39.1M	Hold	134,895	–	–	1.81%	7
2024 Q3	$38.2M	Hold	134,895	–	–	1.72%	7
2024 Q2	$36.1M	Hold	134,895	–	–	1.72%	6
2024 Q1	$35.1M	Hold	134,895	–	–	1.6%	7
2023 Q4	$32M	Buy	134,895 +47,543	+54%	+$10.5M	1.59%	7
2023 Q3	$18.6M	Hold	87,352	–	–	1%	11
2023 Q2	$19.2M	Hold	87,352	–	–	0.94%	11
2023 Q1	$17.8M	Buy	87,352 +85,787	+5,482%	+$17.2M	0.93%	11
2022 Q4	$299K	Hold	1,565	–	–	0.02%	154
2022 Q3	$281K	Hold	1,565	–	–	0.02%	144
2022 Q2	$298K	Hold	1,565	–	–	0.02%	141
2022 Q1	$362K	Buy	+1,565	New	+$352K	0.02%	142

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

First Western Trust Bank's VTI Position: Q2 2026 in Review

First Western Trust Bank increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.39% in Q2 2026, buying an estimated $188K and bringing the position to 135,734 shares worth $50.2M. The position accounts for 2.45% of the portfolio, ranked #8.

First Western Trust Bank first reported a position in VTI in Q1 2022 and has held it in 18 quarters since. 3,688 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

First Western Trust Bank held 135,734 shares of Vanguard Morningstar Total Stock Market ETF worth $50.2M as of Q2 2026.
First Western Trust Bank bought 526 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $188K.
Vanguard Morningstar Total Stock Market ETF made up 2.45% of First Western Trust Bank's portfolio in Q2 2026, its #8 holding.
First Western Trust Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2022 and has held it in 18 quarters since.
3,688 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.