NBT
VTI icon

Northwest Bank & Trust’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Northwest 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
2024
Q4 		$281K Hold
938
– – 0.21% 79
2024
Q3 		$266K Hold
938
– – 0.2% 80
2024
Q2 		$251K Hold
938
– – 0.21% 79
2024
Q1 		$233K Buy
938
+146
+18% +$36.1K 0.21% 75
2023
Q4 		$188K Buy
+792
New +$175K 0.17% 82
2023
Q2 		$174K Buy
+792
New +$165K 0.17% 77

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Northwest Bank & Trust's VTI Position: Q4 2024 in Review

Northwest Bank & Trust held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q4 2024 at 938 shares worth $281K. The position accounts for 0.21% of the portfolio, ranked #79.

Northwest Bank & Trust first reported a position in VTI in Q2 2023 and has held it in 6 quarters since. 3,175 funds tracked by Wall St. Rank hold VTI as of Q4 2024.

  • Northwest Bank & Trust held 938 shares of Vanguard Morningstar Total Stock Market ETF worth $281K as of Q4 2024.
  • Northwest Bank & Trust left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q4 2024.
  • Vanguard Morningstar Total Stock Market ETF made up 0.21% of Northwest Bank & Trust's portfolio in Q4 2024, its #79 holding.
  • Northwest Bank & Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2023 and has held it in 6 quarters since.
  • 3,175 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.