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Iowa State Bank’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Iowa State Bank’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
Q3 		$1.54M Sell
4,115
-30
-0.7% -$11.2K 0.26% 81
2026
Q2 		$1.53M Hold
4,145
– – 0.26% 84
2026
Q1 		$1.33M Buy
4,145
+99
+2% +$33.2K 0.24% 84
2025
Q4 		$1.36M Hold
4,046
– – 0.25% 83
2025
Q3 		$1.33M Hold
4,046
– – 0.25% 86
2025
Q2 		$1.23M Hold
4,046
– – 0.24% 88
2025
Q1 		$1.11M Buy
+4,046
New +$1.18M 0.24% 90
2024
Q4 		– Sell
-821
Closed -$232K – 112
2024
Q3 		$232K Sell
821
-52
-6% -$14.2K 0.05% 106
2024
Q2 		$234K Sell
873
-15
-2% -$3.88K 0.05% 100
2024
Q1 		$231K Sell
888
-80
-8% -$19.8K 0.05% 99
2023
Q4 		$230K Sell
968
-875
-47% -$193K 0.06% 104
2023
Q3 		$391K Sell
1,843
-165
-8% -$36.5K 0.1% 92
2023
Q2 		$442K Buy
2,008
+1,000
+99% +$209K 0.11% 93
2023
Q1 		$206K Buy
+1,008
New +$202K 0.05% 109
2022
Q3 		– Sell
-1,093
Closed -$206K – 121
2022
Q2 		$206K Sell
1,093
-108
-9% -$22.2K 0.05% 108
2022
Q1 		$273K Hold
1,201
– – 0.06% 105
2021
Q4 		$290K Sell
1,201
-30
-2% -$7.08K 0.07% 109
2021
Q3 		$273K Hold
1,231
– – 0.08% 110
2021
Q2 		$274K Hold
1,231
– – 0.08% 108
2021
Q1 		$254K Hold
1,231
– – 0.08% 112
2020
Q4 		$240K Hold
1,231
– – 0.08% 111
2020
Q3 		$210K Buy
+1,231
New +$207K 0.08% 112
2020
Q1 		– Sell
-1,572
Closed -$257K – 133
2019
Q4 		$257K Buy
+1,572
New +$246K 0.09% 120
2016
Q2 		– Sell
-2,434
Closed -$255K – 96
2016
Q1 		$255K Buy
+2,434
New +$241K 0.14% 79

Other funds holding VTI

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
TCM
Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
GBI
GP Brinson Investments Chicago, Illinois $234M AUM 11.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KA
Kearns & Associates Palos Verdes Estates, California $218M AUM 16.36% 1-Year Est. Return

Iowa State Bank's VTI Position: Q3 2026 in Review

Iowa State Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.72% in Q3 2026, selling an estimated $11.2K and leaving 4,115 shares worth $1.54M. The position accounts for 0.26% of the portfolio, ranked #81.

Iowa State Bank first reported a position in VTI in Q1 2016 and has held it in 24 quarters since. 225 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

  • Iowa State Bank held 4,115 shares of Vanguard Morningstar Total Stock Market ETF worth $1.54M as of Q3 2026.
  • Iowa State Bank sold 30 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $11.2K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.26% of Iowa State Bank's portfolio in Q3 2026, its #81 holding.
  • Iowa State Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 24 quarters since.
  • 225 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Iowa State Bank's 13F filing for Q3 2026, filed 6 Oct 2026.