Trust Company of Oklahoma’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Trust Company of Oklahoma’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	$539K	Sell	1,456 -121	-8%	-$43.3K	0.14%	93
2026 Q1	$506K	Sell	1,577 -70	-4%	-$23.5K	0.15%	90
2025 Q4	$552K	Hold	1,647	–	–	0.16%	88
2025 Q3	$540K	Sell	1,647 -20	-1%	-$6.32K	0.16%	87
2025 Q2	$507K	Sell	1,667 -15	-0.9%	-$4.22K	0.16%	86
2025 Q1	$462K	Sell	1,682 -12	-0.7%	-$3.49K	0.16%	86
2024 Q4	$491K	Hold	1,694	–	–	0.16%	89
2024 Q3	$480K	Hold	1,694	–	–	0.16%	94
2024 Q2	$453K	Hold	1,694	–	–	0.16%	97
2024 Q1	$440K	Buy	1,694 +75	+5%	+$18.6K	0.16%	99
2023 Q4	$384K	Buy	1,619 +72	+5%	+$15.9K	0.14%	105
2023 Q3	$329K	Hold	1,547	–	–	0.13%	114
2023 Q2	$341K	Buy	1,547 +92	+6%	+$19.2K	0.13%	118
2023 Q1	$297K	Buy	+1,455	New	+$291K	0.12%	121

Other funds holding VTI

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

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

Trust Company of Oklahoma's VTI Position: Q2 2026 in Review

Trust Company of Oklahoma reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 7.7% in Q2 2026, selling an estimated $43.3K and leaving 1,456 shares worth $539K. The position accounts for 0.14% of the portfolio, ranked #93.

Trust Company of Oklahoma first reported a position in VTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $552K in Q4 2025. 1,990 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Trust Company of Oklahoma held 1,456 shares of Vanguard Morningstar Total Stock Market ETF worth $539K as of Q2 2026.
Trust Company of Oklahoma sold 121 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $43.3K.
Vanguard Morningstar Total Stock Market ETF made up 0.14% of Trust Company of Oklahoma's portfolio in Q2 2026, its #93 holding.
Trust Company of Oklahoma first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2023 and has held it in 14 quarters since.
Trust Company of Oklahoma's Vanguard Morningstar Total Stock Market ETF position peaked at $552K in Q4 2025.
1,990 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Trust Company of Oklahoma's 13F filing for Q2 2026, filed 14 Jul 2026.