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

Idaho 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
2025 Q4	–	Sell	-779	Closed	-$256K	–	112
2025 Q3	$256K	Hold	779	–	–	0.09%	93
2025 Q2	$237K	Buy	+779	New	+$219K	0.08%	97
2024 Q2	–	Sell	-15,353	Closed	-$3.99M	–	154
2024 Q1	$3.99M	Buy	+15,353	New	+$3.8M	3.85%	5

Other funds holding VTI

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

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

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

Align Financial Hermantown, Minnesota $202M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 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

Idaho Trust Bank's VTI Position: Q4 2025 in Review

Idaho Trust Bank sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2025, closing a stake of 779 shares — an estimated $256K sold.

Idaho Trust Bank first reported a position in VTI in Q1 2024 and held it in 3 quarters. The position peaked at $3.99M in Q1 2024. 3,569 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

Idaho Trust Bank reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2025 after selling out during the quarter.
Idaho Trust Bank sold 779 Vanguard Morningstar Total Stock Market ETF shares in Q4 2025, an estimated $256K.
Idaho Trust Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2024 and held it in 3 quarters.
Idaho Trust Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $3.99M in Q1 2024.
3,569 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2025.

Based on Idaho Trust Bank's 13F filing for Q4 2025, filed 5 Feb 2026.