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Tower Trust & Investment Company’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Tower Trust & Investment Company’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 		$204K Hold
552
– – 0.12% 92
2026
Q1 		$177K Hold
552
– – 0.12% 95
2025
Q4 		$185K Hold
552
– – 0.12% 93
2025
Q3 		$181K Hold
552
– – 0.12% 91
2025
Q2 		$168K Hold
552
– – 0.12% 95
2025
Q1 		$151K Buy
+552
New +$160K 0.12% 93

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
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
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Tower Trust & Investment Company's VTI Position: Q2 2026 in Review

Tower Trust & Investment Company held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q2 2026 at 552 shares worth $204K. The position accounts for 0.12% of the portfolio, ranked #92.

Tower Trust & Investment Company first reported a position in VTI in Q1 2025 and has held it in 6 quarters since. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Tower Trust & Investment Company held 552 shares of Vanguard Morningstar Total Stock Market ETF worth $204K as of Q2 2026.
  • Tower Trust & Investment Company left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Total Stock Market ETF made up 0.12% of Tower Trust & Investment Company's portfolio in Q2 2026, its #92 holding.
  • Tower Trust & Investment Company first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.