NB
VTI icon

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

NBT 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
Q2 		$6.2M Sell
16,764
-45,221
-73% -$16.2M 0.41% 59
2026
Q1 		$19.9M Buy
61,985
+51,719
+504% +$17.4M 1.3% 14
2025
Q4 		$20.8M Buy
10,266
+5,635
+122% +$1.87M 1.34% 14
2025
Q3 		$18.6M Sell
4,631
-53,257
-92% -$16.8M 1.21% 19
2025
Q2 		$17.6M Buy
57,888
+426
+0.7% +$120K 1.21% 16
2025
Q1 		$15.8M Buy
57,462
+2,370
+4% +$689K 1.14% 18
2024
Q4 		$16M Buy
55,092
+3,674
+7% +$1.07M 1.11% 17
2024
Q3 		$14.6M Buy
51,418
+3,333
+7% +$909K 0.98% 21
2024
Q2 		$13.6M Buy
48,085
+5,753
+14% +$1.49M 0.97% 22
2024
Q1 		$11M Buy
42,332
+6,024
+17% +$1.49M 0.81% 30
2023
Q4 		$8.61M Buy
+36,308
New +$8.03M 0.67% 35

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NBT Bank's VTI Position: Q2 2026 in Review

NBT Bank reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 73% in Q2 2026, selling an estimated $16.2M and leaving 16,764 shares worth $6.2M. The position accounts for 0.41% of the portfolio, ranked #59.

NBT Bank first reported a position in VTI in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.8M in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • NBT Bank held 16,764 shares of Vanguard Morningstar Total Stock Market ETF worth $6.2M as of Q2 2026.
  • NBT Bank sold 45,221 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $16.2M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.41% of NBT Bank's portfolio in Q2 2026, its #59 holding.
  • NBT Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2023 and has held it in 11 quarters since.
  • NBT Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $20.8M in Q4 2025.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.