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Indiana Trust & Investment Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Indiana Trust & Investment Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$343K Hold
1,130
– – 0.09% 141
2026
Q1 		$296K Hold
1,130
– – 0.09% 143
2025
Q4 		$291K Sell
1,130
-40
-3% -$10.2K 0.09% 145
2025
Q3 		$298K Hold
1,170
– – 0.09% 142
2025
Q2 		$277K Hold
1,170
– – 0.09% 145
2025
Q1 		$259K Hold
1,170
– – 0.09% 145
2024
Q4 		$281K Sell
1,170
-120
-9% -$29.5K 0.1% 144
2024
Q3 		$306K Sell
1,290
-2
-0.2% -$454 0.1% 137
2024
Q2 		$282K Hold
1,292
– – 0.1% 133
2024
Q1 		$295K Hold
1,292
– – 0.12% 130
2023
Q4 		$276K Sell
1,292
-21
-2% -$4.05K 0.12% 130
2023
Q3 		$248K Buy
+1,313
New +$262K 0.13% 129

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Indiana Trust & Investment Management's VB Position: Q2 2026 in Review

Indiana Trust & Investment Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,130 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #141.

Indiana Trust & Investment Management first reported a position in VB in Q3 2023 and has held it in 12 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Indiana Trust & Investment Management held 1,130 shares of Vanguard Morningstar Small-Cap ETF worth $343K as of Q2 2026.
  • Indiana Trust & Investment Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #141 holding.
  • Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Indiana Trust & Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.