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

Indiana Trust & Investment Management’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.6K Hold
48
– – ﹤0.01% 372
2026
Q1 		$14.5K Hold
48
– – ﹤0.01% 386
2025
Q4 		$14.5K Hold
48
– – ﹤0.01% 379
2025
Q3 		$14.3K Hold
48
– – ﹤0.01% 373
2025
Q2 		$13.3K Hold
48
– – ﹤0.01% 378
2025
Q1 		$12.1K Hold
48
– – ﹤0.01% 379
2024
Q4 		$13.4K Hold
48
– – ﹤0.01% 378
2024
Q3 		$12.8K Hold
48
– – ﹤0.01% 387
2024
Q2 		$12K Hold
48
– – ﹤0.01% 372
2024
Q1 		$12.5K Hold
48
– – 0.01% 371
2023
Q4 		$11.6K Buy
+48
New +$10.4K 0.01% 347

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Indiana Trust & Investment Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 48 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Indiana Trust & Investment Management first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Indiana Trust & Investment Management held 48 shares of Vanguard Morningstar Small-Cap Growth ETF worth $17.6K as of Q2 2026.
  • Indiana Trust & Investment Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #372 holding.
  • Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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