Horizon Bancorp’s Vanguard Total Stock Market ETF VTI Stock Holding History

Horizon Bancorp’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
2023 Q1	–	Sell	-13,920	Closed	-$2.66M	–	222
2022 Q4	$2.66M	Buy	+13,920	New	+$2.68M	1.49%	6
2020 Q3	$2.37M	Hold	13,920	–	–	3.36%	4
2020 Q2	$2.18M	Sell	13,920 -2,000	-13%	-$295K	2.34%	5
2020 Q1	$2.05M	Buy	15,920 +2,000	+14%	+$309K	3.17%	4
2019 Q4	$2.28M	Buy	+13,920	New	+$2.18M	2.14%	6

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Horizon Bancorp's VTI Position: Q1 2023 in Review

Horizon Bancorp sold out of Vanguard Total Stock Market ETF (VTI) in Q1 2023, closing a stake of 13,920 shares — an estimated $2.66M sold.

Horizon Bancorp first reported a position in VTI in Q4 2019 and held it in 5 quarters. The position peaked at $2.66M in Q4 2022. 2,330 funds tracked by Wall St. Rank hold VTI as of Q1 2023.

Horizon Bancorp reported no remaining Vanguard Total Stock Market ETF position as of Q1 2023 after selling out during the quarter.
Horizon Bancorp sold 13,920 Vanguard Total Stock Market ETF shares in Q1 2023, an estimated $2.66M.
Horizon Bancorp first reported a position in Vanguard Total Stock Market ETF in Q4 2019 and held it in 5 quarters.
Horizon Bancorp's Vanguard Total Stock Market ETF position peaked at $2.66M in Q4 2022.
2,330 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2023.

Based on Horizon Bancorp's 13F filing for Q1 2023, filed 5 May 2023.