Midwest Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Midwest Trust’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	$40.7M	Buy	108,793 +4,112	+4%	+$1.54M	0.45%	52
2026 Q2	$38.7M	Buy	104,681 +1,147	+1%	+$410K	0.44%	59
2026 Q1	$33.2M	Buy	103,534 +9,522	+10%	+$3.19M	0.41%	62
2025 Q4	$31.5M	Buy	94,012 +2,176	+2%	+$724K	0.39%	62
2025 Q3	$30.1M	Buy	91,836 +922	+1%	+$291K	0.39%	61
2025 Q2	$27.6M	Buy	+90,914	New	+$25.6M	0.38%	63

Other funds holding VTI

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Gibson Capital Wexford, Pennsylvania $589M AUM 12.25% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

Midwest Trust's VTI Position: Q3 2026 in Review

Midwest Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3.9% in Q3 2026, buying an estimated $1.54M and bringing the position to 108,793 shares worth $40.7M. The position accounts for 0.45% of the portfolio, ranked #52.

Midwest Trust first reported a position in VTI in Q2 2025 and has held it in 6 quarters since. 1,377 funds tracked by Wall St. Rank hold VTI as of Q3 2026.

Midwest Trust held 108,793 shares of Vanguard Morningstar Total Stock Market ETF worth $40.7M as of Q3 2026.
Midwest Trust bought 4,112 Vanguard Morningstar Total Stock Market ETF shares in Q3 2026, an estimated $1.54M.
Vanguard Morningstar Total Stock Market ETF made up 0.45% of Midwest Trust's portfolio in Q3 2026, its #52 holding.
Midwest Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2025 and has held it in 6 quarters since.
1,377 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.