MBT
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Montecito Bank & Trust’s Vanguard Total Stock Market ETF VTI Stock Holding History

Montecito Bank & 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
Q2 		$829K Hold
2,240
– – 0.12% 149
2026
Q1 		$719K Buy
2,240
+85
+4% +$28.5K 0.12% 162
2025
Q4 		$723K Sell
2,155
-10
-0.5% -$3.33K 0.12% 163
2025
Q3 		$710K Buy
+2,165
New +$684K 0.11% 174
2025
Q1 		$540K Sell
1,965
-130
-6% -$37.8K 0.1% 190
2024
Q4 		$607K Buy
2,095
+130
+7% +$37.9K 0.11% 179
2024
Q3 		$556K Buy
1,965
+410
+26% +$112K 0.09% 199
2024
Q2 		$416K Hold
1,555
– – 0.08% 202
2024
Q1 		$404K Hold
1,555
– – 0.08% 200
2023
Q4 		$369K Hold
1,555
– – 0.08% 196
2023
Q3 		$330K Buy
1,555
+215
+16% +$47.6K 0.08% 193
2023
Q2 		$295K Buy
+1,340
New +$279K 0.07% 208
2019
Q3 		– Sell
-1,420
Closed -$213K – 215
2019
Q2 		$213K Sell
1,420
-100
-7% -$14.7K 0.06% 204
2019
Q1 		$220K Sell
1,520
-370
-20% -$51.6K 0.07% 199
2018
Q4 		$241K Hold
1,890
– – 0.08% 183
2018
Q3 		$283K Hold
1,890
– – 0.08% 185
2018
Q2 		$265K Buy
+1,890
New +$264K 0.08% 179
2017
Q4 		– Sell
-1,575
Closed -$204K – 180
2017
Q3 		$204K Buy
+1,575
New +$199K 0.07% 169
2017
Q1 		– Sell
-1,575
Closed -$182K – 361
2016
Q4 		$182K Sell
1,575
-2,560
-62% -$288K 0.06% 186
2016
Q3 		$460K Hold
4,135
– – 0.19% 105
2016
Q2 		$443K Hold
4,135
– – 0.19% 107
2016
Q1 		$433K Sell
4,135
-30
-0.7% -$2.98K 0.19% 94
2015
Q4 		$434K Hold
4,165
– – 0.2% 95
2015
Q3 		$411K Sell
4,165
-75
-2% -$7.87K 0.23% 86
2015
Q2 		$455K Hold
4,240
– – 0.23% 91
2015
Q1 		$455K Sell
4,240
-200
-5% -$21.4K 0.23% 91
2014
Q4 		$471K Sell
4,440
-193
-4% -$20K 0.25% 84
2014
Q3 		$469K Buy
4,633
+50
+1% +$5.11K 0.28% 77
2014
Q2 		$466K Sell
4,583
-100
-2% -$9.86K 0.28% 73
2014
Q1 		$456K Sell
4,683
-821
-15% -$78.6K 0.29% 74
2013
Q4 		$528K Buy
5,504
+1,200
+28% +$110K 0.33% 66
2013
Q3 		$377K Buy
4,304
+39
+0.9% +$3.39K 0.25% 82
2013
Q2 		$353K Buy
+4,265
New +$354K 0.24% 84

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Montecito Bank & Trust's VTI Position: Q2 2026 in Review

Montecito Bank & Trust held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 2,240 shares worth $829K. The position accounts for 0.12% of the portfolio, ranked #149.

Montecito Bank & Trust first reported a position in VTI in Q2 2013 and has held it in 33 quarters since. 998 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Montecito Bank & Trust held 2,240 shares of Vanguard Total Stock Market ETF worth $829K as of Q2 2026.
  • Montecito Bank & Trust left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 0.12% of Montecito Bank & Trust's portfolio in Q2 2026, its #149 holding.
  • Montecito Bank & Trust first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 33 quarters since.
  • 998 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

Based on Montecito Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.