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

Rockland 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 		$466K Buy
1,260
+16
+1% +$5.72K 0.02% 233
2026
Q1 		$399K Hold
1,244
– – 0.02% 246
2025
Q4 		$417K Buy
1,244
+247
+25% +$82.2K 0.02% 236
2025
Q3 		$327K Buy
+997
New +$315K 0.01% 254
2021
Q4 		– Sell
-1,210
Closed -$269K – 305
2021
Q3 		$269K Sell
1,210
-94
-7% -$21.4K 0.02% 251
2021
Q2 		$291K Buy
1,304
+94
+8% +$20.4K 0.02% 238
2021
Q1 		$250K Sell
1,210
-100
-8% -$20.2K 0.02% 239
2020
Q4 		$255K Sell
1,310
-90
-6% -$16.5K 0.02% 233
2020
Q3 		$238K Sell
1,400
-50
-3% -$8.41K 0.02% 237
2020
Q2 		$227K Sell
1,450
-171
-11% -$25.2K 0.02% 226
2020
Q1 		$209K Buy
1,621
+96
+6% +$14.8K 0.02% 231
2019
Q4 		$250K Hold
1,525
– – 0.02% 242
2019
Q3 		$225K Sell
1,525
-205
-12% -$30.9K 0.02% 248
2019
Q2 		$260K Sell
1,730
-62
-3% -$9.13K 0.03% 206
2019
Q1 		$259K Hold
1,792
– – 0.03% 206
2018
Q4 		$229K Hold
1,792
– – 0.03% 207
2018
Q3 		$268K Sell
1,792
-83
-4% -$12.2K 0.03% 190
2018
Q2 		$263K Sell
1,875
-525
-22% -$73.2K 0.03% 179
2018
Q1 		$326K Sell
2,400
-205
-8% -$28.7K 0.04% 167
2017
Q4 		$358K Hold
2,605
– – 0.05% 151
2017
Q3 		$337K Hold
2,605
– – 0.05% 131
2017
Q2 		$324K Buy
2,605
+600
+30% +$73.9K 0.05% 136
2017
Q1 		$243K Buy
+2,005
New +$240K 0.04% 144
2016
Q3 		– Sell
-3,866
Closed -$414K – 161
2016
Q2 		$414K Sell
3,866
-2,146
-36% -$227K 0.07% 113
2016
Q1 		$630K Sell
6,012
-470
-7% -$46.6K 0.11% 96
2015
Q4 		$676K Buy
6,482
+1,300
+25% +$137K 0.12% 94
2015
Q3 		$512K Hold
5,182
– – 0.1% 96
2015
Q2 		$555K Buy
5,182
+1,305
+34% +$142K 0.11% 90
2015
Q1 		$416K Buy
3,877
+300
+8% +$32K 0.09% 98
2014
Q4 		$379K Buy
+3,577
New +$370K 0.08% 106

Other funds holding VTI

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
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
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rockland Trust's VTI Position: Q2 2026 in Review

Rockland Trust increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q2 2026, buying an estimated $5.72K and bringing the position to 1,260 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #233.

Rockland Trust first reported a position in VTI in Q4 2014 and has held it in 30 quarters since. The position peaked at $676K in Q4 2015. 2,097 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Rockland Trust held 1,260 shares of Vanguard Morningstar Total Stock Market ETF worth $466K as of Q2 2026.
  • Rockland Trust bought 16 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $5.72K.
  • Vanguard Morningstar Total Stock Market ETF made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #233 holding.
  • Rockland Trust first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2014 and has held it in 30 quarters since.
  • Rockland Trust's Vanguard Morningstar Total Stock Market ETF position peaked at $676K in Q4 2015.
  • 2,097 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.