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

Indiana Trust & Investment Management’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$59.5K	Hold	245	–	–	0.02%	285
2026 Q1	$53.2K	Hold	245	–	–	0.02%	290
2025 Q4	$51.9K	Hold	245	–	–	0.02%	286
2025 Q3	$51.1K	Hold	245	–	–	0.02%	290
2025 Q2	$47.8K	Hold	245	–	–	0.02%	293
2025 Q1	$45.6K	Hold	245	–	–	0.02%	299
2024 Q4	$48.6K	Hold	245	–	–	0.02%	288
2024 Q3	$49.2K	Hold	245	–	–	0.02%	298
2024 Q2	$44.7K	Sell	245 -48	-16%	-$8.87K	0.02%	292
2024 Q1	$56.2K	Hold	293	–	–	0.02%	270
2023 Q4	$52.7K	Buy	293 +66	+29%	+$10.8K	0.02%	252
2023 Q3	$36.2K	Buy	+227	New	+$38K	0.02%	279

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Indiana Trust & Investment Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 245 shares worth $59.5K. The position accounts for 0.02% of the portfolio, ranked #285.

Indiana Trust & Investment Management first reported a position in VBR in Q3 2023 and has held it in 12 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Indiana Trust & Investment Management held 245 shares of Vanguard Morningstar Small-Cap Value ETF worth $59.5K as of Q2 2026.
Indiana Trust & Investment Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #285 holding.
Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2023 and has held it in 12 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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