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

STAR Financial 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
2025 Q3	–	Sell	-1,030	Closed	-$313K	–	126
2025 Q2	$313K	Buy	+1,030	New	+$290K	0.2%	85
2024 Q4	–	Sell	-743	Closed	-$210K	–	124
2024 Q3	$210K	Sell	743 -3,352	-82%	-$914K	0.14%	115
2024 Q2	$1.1M	Buy	4,095 +3,303	+417%	+$855K	0.84%	38
2024 Q1	$206K	Sell	792 -134	-14%	-$33.2K	0.18%	89
2023 Q4	$220K	Buy	+926	New	+$205K	0.2%	87
2023 Q3	–	Sell	-944	Closed	-$208K	–	94
2023 Q2	$208K	Sell	944 -167	-15%	-$34.8K	0.19%	90
2023 Q1	$227K	Sell	1,111 -24	-2%	-$4.8K	0.22%	88
2022 Q4	$217K	Buy	+1,135	New	+$219K	0.22%	88

Other funds holding VTI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

STAR Financial Bank's VTI Position: Q3 2025 in Review

STAR Financial Bank sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q3 2025, closing a stake of 1,030 shares — an estimated $313K sold.

STAR Financial Bank first reported a position in VTI in Q4 2022 and held it in 8 quarters. The position peaked at $1.1M in Q2 2024. 3,254 funds tracked by Wall St. Rank hold VTI as of Q3 2025.

STAR Financial Bank reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q3 2025 after selling out during the quarter.
STAR Financial Bank sold 1,030 Vanguard Morningstar Total Stock Market ETF shares in Q3 2025, an estimated $313K.
STAR Financial Bank first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2022 and held it in 8 quarters.
STAR Financial Bank's Vanguard Morningstar Total Stock Market ETF position peaked at $1.1M in Q2 2024.
3,254 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q3 2025.

Based on STAR Financial Bank's 13F filing for Q3 2025, filed 14 Nov 2025.