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Indiana Trust & Investment Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Indiana Trust & Investment Management’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$496K Buy
1,441
+163
+13% +$54.4K 0.14% 108
2026
Q1 		$382K Hold
1,278
– – 0.12% 126
2025
Q4 		$402K Hold
1,278
– – 0.12% 125
2025
Q3 		$393K Hold
1,278
– – 0.12% 127
2025
Q2 		$365K Hold
1,278
– – 0.12% 129
2025
Q1 		$328K Hold
1,278
– – 0.12% 130
2024
Q4 		$345K Hold
1,278
– – 0.12% 127
2024
Q3 		$336K Hold
1,278
– – 0.11% 130
2024
Q2 		$319K Hold
1,278
– – 0.12% 122
2024
Q1 		$306K Hold
1,278
– – 0.12% 129
2023
Q4 		$279K Hold
1,278
– – 0.13% 129
2023
Q3 		$250K Buy
+1,278
New +$260K 0.13% 127

Other funds holding VV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
GC
Garde Capital Seattle, Washington $2.23B AUM 16.29% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

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

Indiana Trust & Investment Management increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 13% in Q2 2026, buying an estimated $54.4K and bringing the position to 1,441 shares worth $496K. The position accounts for 0.14% of the portfolio, ranked #108.

Indiana Trust & Investment Management first reported a position in VV in Q3 2023 and has held it in 12 quarters since. 732 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Indiana Trust & Investment Management held 1,441 shares of Vanguard Morningstar Large-Cap ETF worth $496K as of Q2 2026.
  • Indiana Trust & Investment Management bought 163 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $54.4K.
  • Vanguard Morningstar Large-Cap ETF made up 0.14% of Indiana Trust & Investment Management's portfolio in Q2 2026, its #108 holding.
  • Indiana Trust & Investment Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • 732 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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