MidWestOne Financial Group’s Vanguard Total Stock Market ETF VTI Stock Holding History

MidWestOne Financial Group’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
2025 Q4	$572K	Buy	1,706 +595	+54%	+$198K	0.06%	205
2025 Q3	$365K	Hold	1,111	–	–	0.04%	231
2025 Q2	$338K	Hold	1,111	–	–	0.04%	226
2025 Q1	$305K	Hold	1,111	–	–	0.04%	228
2024 Q4	$322K	Sell	1,111 -19	-2%	-$5.54K	0.05%	238
2024 Q3	$320K	Hold	1,130	–	–	0.04%	244
2024 Q2	$302K	Hold	1,130	–	–	0.05%	244
2024 Q1	$294K	Sell	1,130 -28	-2%	-$6.93K	0.05%	250
2023 Q4	$275K	Hold	1,158	–	–	0.05%	249
2023 Q3	$246K	Sell	1,158 -1,131	-49%	-$250K	0.06%	241
2023 Q2	$504K	Hold	2,289	–	–	0.11%	202
2023 Q1	$467K	Sell	2,289 -200	-8%	-$40K	0.11%	192
2022 Q4	$476K	Buy	2,489 +530	+27%	+$102K	0.11%	180
2022 Q3	$352K	Buy	+1,959	New	+$390K	0.09%	184

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MidWestOne Financial Group's VTI Position: Q4 2025 in Review

MidWestOne Financial Group increased its Vanguard Total Stock Market ETF (VTI) stake by 54% in Q4 2025, buying an estimated $198K and bringing the position to 1,706 shares worth $572K. The position accounts for 0.06% of the portfolio, ranked #205.

MidWestOne Financial Group first reported a position in VTI in Q3 2022 and has held it in 14 quarters since. 3,567 funds tracked by Wall St. Rank hold VTI as of Q4 2025.

MidWestOne Financial Group held 1,706 shares of Vanguard Total Stock Market ETF worth $572K as of Q4 2025.
MidWestOne Financial Group bought 595 Vanguard Total Stock Market ETF shares in Q4 2025, an estimated $198K.
Vanguard Total Stock Market ETF made up 0.06% of MidWestOne Financial Group's portfolio in Q4 2025, its #205 holding.
MidWestOne Financial Group first reported a position in Vanguard Total Stock Market ETF in Q3 2022 and has held it in 14 quarters since.
3,567 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.