Independence Bank of Kentucky’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Independence Bank of Kentucky’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	$23.3M	Buy	62,906 +193	+0.3%	+$69K	2.62%	7
2026 Q1	$20.1M	Sell	62,713 -31	-0%	-$10.4K	2.55%	7
2025 Q4	$21M	Hold	62,744	–	–	2.62%	7
2025 Q3	$20.6M	Sell	62,744 -148	-0.2%	-$46.8K	2.65%	7
2025 Q2	$19.1M	Hold	62,892	–	–	2.71%	6
2025 Q1	$17.3M	Hold	62,892	–	–	2.7%	5
2024 Q4	$18.2M	Buy	62,892 +60,505	+2,535%	+$17.7M	2.8%	5
2024 Q3	$676K	Buy	2,387 +5	+0.2%	+$1.36K	0.15%	144
2024 Q2	$637K	Hold	2,382	–	–	0.17%	129
2024 Q1	$619K	Hold	2,382	–	–	0.19%	127
2023 Q4	$565K	Buy	2,382 +15	+0.6%	+$3.32K	0.2%	120
2023 Q3	$503K	Hold	2,367	–	–	0.21%	113
2023 Q2	$521K	Hold	2,367	–	–	0.21%	104
2023 Q1	$483K	Hold	2,367	–	–	0.21%	110
2022 Q4	$453K	Buy	2,367 +1,000	+73%	+$193K	0.2%	111
2022 Q3	$245K	Sell	1,367 -135	-9%	-$26.9K	0.12%	131
2022 Q2	$283K	Sell	1,502 -1,911	-56%	-$393K	0.13%	130
2022 Q1	$777K	Sell	3,413 -841	-20%	-$189K	0.31%	90
2021 Q4	$1.03M	Hold	4,254	–	–	0.42%	69
2021 Q3	$945K	Hold	4,254	–	–	0.41%	73
2021 Q2	$948K	Buy	4,254 +12	+0.3%	+$2.6K	0.42%	68
2021 Q1	$877K	Buy	4,242 +68	+2%	+$13.8K	0.43%	67
2020 Q4	$812K	Hold	4,174	–	–	0.42%	72
2020 Q3	$711K	Buy	4,174 +40	+1%	+$6.73K	0.4%	74
2020 Q2	$647K	Buy	4,134 +29	+0.7%	+$4.28K	0.42%	70
2020 Q1	$529K	Buy	4,105 +42	+1%	+$6.49K	0.41%	70
2019 Q4	$665K	Buy	4,063 +33	+0.8%	+$5.17K	0.43%	69
2019 Q3	$609K	Buy	4,030 +24	+0.6%	+$3.62K	0.43%	62
2019 Q2	$601K	Buy	4,006 +30	+0.8%	+$4.42K	0.47%	60
2019 Q1	$575K	Buy	3,976 +13	+0.3%	+$1.81K	0.47%	58
2018 Q4	$506K	Buy	3,963 +71	+2%	+$9.8K	0.46%	60
2018 Q3	$582K	Buy	3,892 +8	+0.2%	+$1.18K	0.46%	58
2018 Q2	$545K	Buy	3,884 +33	+0.9%	+$4.6K	0.46%	55
2018 Q1	$523K	Buy	3,851 +31	+0.8%	+$4.35K	0.45%	61
2017 Q4	$524K	Buy	+3,820	New	+$511K	0.45%	59

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Independence Bank of Kentucky's VTI Position: Q2 2026 in Review

Independence Bank of Kentucky increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.31% in Q2 2026, buying an estimated $69K and bringing the position to 62,906 shares worth $23.3M. The position accounts for 2.62% of the portfolio, ranked #7.

Independence Bank of Kentucky first reported a position in VTI in Q4 2017 and has held it in 35 quarters since. 2,512 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Independence Bank of Kentucky held 62,906 shares of Vanguard Morningstar Total Stock Market ETF worth $23.3M as of Q2 2026.
Independence Bank of Kentucky bought 193 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $69K.
Vanguard Morningstar Total Stock Market ETF made up 2.62% of Independence Bank of Kentucky's portfolio in Q2 2026, its #7 holding.
Independence Bank of Kentucky first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2017 and has held it in 35 quarters since.
2,512 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.