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Southern Michigan Bank & Trust’s Vanguard Morningstar Value ETF VTV Stock Holding History

Southern Michigan Bank & Trust’s Portfolio VTV Stock Details VTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$78.7K Hold
361
– – 0.03% 165
2026
Q1 		$70.8K Buy
+361
New +$72.3K 0.03% 166

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Raymond James Financial
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EWA
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Cetera Investment Advisers
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Southern Michigan Bank & Trust's VTV Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 361 shares worth $78.7K. The position accounts for 0.03% of the portfolio, ranked #165.

Southern Michigan Bank & Trust first reported a position in VTV in Q1 2026 and has held it in 2 quarters since. 2,702 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

  • Southern Michigan Bank & Trust held 361 shares of Vanguard Morningstar Value ETF worth $78.7K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Value ETF made up 0.03% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #165 holding.
  • Southern Michigan Bank & Trust first reported a position in Vanguard Morningstar Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,702 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.