Trustmark National Bank Trust Department’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Trustmark National Bank Trust Department’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 Q1	$1.81M	Hold	5,629	–	–	0.12%	126
2025 Q4	$1.89M	Sell	5,629 -13	-0.2%	-$4.33K	0.12%	119
2025 Q3	$1.85M	Sell	5,642 -7	-0.1%	-$2.21K	0.12%	116
2025 Q2	$1.72M	Buy	5,649 +2,445	+76%	+$688K	0.12%	119
2025 Q1	$881K	Buy	3,204 +27	+0.8%	+$7.84K	0.07%	163
2024 Q4	$921K	Sell	3,177 -20	-0.6%	-$5.83K	0.07%	162
2024 Q3	$905K	Buy	3,197 +38	+1%	+$10.4K	0.07%	166
2024 Q2	$845K	Sell	3,159 -15	-0.5%	-$3.88K	0.07%	166
2024 Q1	$825K	Sell	3,174 -20	-0.6%	-$4.95K	0.07%	174
2023 Q4	$758K	Sell	3,194 -1,600	-33%	-$354K	0.07%	165
2023 Q3	$1.02M	Sell	4,794 -806	-14%	-$178K	0.1%	140
2023 Q2	$1.23M	Buy	5,600 +1,534	+38%	+$320K	0.11%	129
2023 Q1	$830K	Sell	4,066 -134	-3%	-$26.8K	0.08%	157
2022 Q4	$803K	Buy	4,200 +1,195	+40%	+$230K	0.07%	151
2022 Q3	$539K	Buy	3,005 +5	+0.2%	+$997	0.05%	174
2022 Q2	$566K	Sell	3,000 -34	-1%	-$6.99K	0.05%	174
2022 Q1	$691K	Buy	3,034 +2	+0.1%	+$450	0.05%	170
2021 Q4	$732K	Sell	3,032 -645	-18%	-$152K	0.06%	158
2021 Q3	$817K	Sell	3,677 -1,546	-30%	-$353K	0.07%	152
2021 Q2	$1.16M	Buy	5,223 +280	+6%	+$60.8K	0.09%	138
2021 Q1	$1.02M	Sell	4,943 -3,527	-42%	-$714K	0.09%	143
2020 Q4	$1.65M	Buy	8,470 +2,676	+46%	+$489K	0.15%	102
2020 Q3	$987K	Sell	5,794 -294	-5%	-$49.4K	0.1%	126
2020 Q2	$953K	Buy	+6,088	New	+$898K	0.1%	125
2019 Q3	–	Sell	-560	Closed	-$84K	–	538
2019 Q2	$84K	Hold	560	–	–	0.01%	292
2019 Q1	$81K	Hold	560	–	–	0.01%	283
2018 Q4	$71K	Hold	560	–	–	0.01%	286
2018 Q3	$84K	Buy	+560	New	+$82.4K	0.01%	299

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Trustmark National Bank Trust Department's VTI Position: Q1 2026 in Review

Trustmark National Bank Trust Department held its Vanguard Morningstar Total Stock Market ETF (VTI) position steady in Q1 2026 at 5,629 shares worth $1.81M. The position accounts for 0.12% of the portfolio, ranked #126.

Trustmark National Bank Trust Department first reported a position in VTI in Q3 2018 and has held it in 28 quarters since. The position peaked at $1.89M in Q4 2025. 3,562 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Trustmark National Bank Trust Department held 5,629 shares of Vanguard Morningstar Total Stock Market ETF worth $1.81M as of Q1 2026.
Trustmark National Bank Trust Department left its Vanguard Morningstar Total Stock Market ETF share count unchanged in Q1 2026.
Vanguard Morningstar Total Stock Market ETF made up 0.12% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #126 holding.
Trustmark National Bank Trust Department first reported a position in Vanguard Morningstar Total Stock Market ETF in Q3 2018 and has held it in 28 quarters since.
Trustmark National Bank Trust Department's Vanguard Morningstar Total Stock Market ETF position peaked at $1.89M in Q4 2025.
3,562 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.