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Bank of New Hampshire’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bank of New Hampshire’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$727K Sell
2,400
-23
-0.9% -$6.59K 0.15% 121
2026
Q1 		$635K Sell
2,423
-44
-2% -$11.9K 0.15% 123
2025
Q4 		$636K Sell
2,467
-116
-4% -$29.7K 0.14% 122
2025
Q3 		$657K Sell
2,583
-499
-16% -$124K 0.15% 121
2025
Q2 		$730K Sell
3,082
-439
-12% -$97.9K 0.18% 113
2025
Q1 		$781K Buy
3,521
+190
+6% +$45.4K 0.2% 107
2024
Q4 		$800K Hold
3,331
– – 0.21% 97
2024
Q3 		$790K Sell
3,331
-255
-7% -$57.9K 0.2% 104
2024
Q2 		$782K Sell
3,586
-224
-6% -$49.2K 0.2% 105
2024
Q1 		$871K Hold
3,810
– – 0.23% 95
2023
Q4 		$813K Sell
3,810
-100
-3% -$19.3K 0.23% 100
2023
Q3 		$739K Buy
3,910
+29
+0.7% +$5.78K 0.22% 104
2023
Q2 		$772K Buy
3,881
+60
+2% +$11.3K 0.22% 106
2023
Q1 		$724K Buy
3,821
+110
+3% +$21.3K 0.22% 105
2022
Q4 		$681K Hold
3,711
– – 0.21% 111
2022
Q3 		$634K Hold
3,711
– – 0.2% 116
2022
Q2 		$654K Sell
3,711
-10
-0.3% -$1.93K 0.19% 121
2022
Q1 		$791K Buy
3,721
+302
+9% +$63.6K 0.19% 121
2021
Q4 		$773K Sell
3,419
-1,981
-37% -$450K 0.19% 124
2021
Q3 		$1.22M Hold
5,400
– – 0.33% 88
2021
Q2 		$1.22M Buy
+5,400
New +$1.2M 0.33% 88

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Bank of New Hampshire's VB Position: Q2 2026 in Review

Bank of New Hampshire reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.95% in Q2 2026, selling an estimated $6.59K and leaving 2,400 shares worth $727K. The position accounts for 0.15% of the portfolio, ranked #121.

Bank of New Hampshire first reported a position in VB in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.22M in Q3 2021. 1,234 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bank of New Hampshire held 2,400 shares of Vanguard Morningstar Small-Cap ETF worth $727K as of Q2 2026.
  • Bank of New Hampshire sold 23 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $6.59K.
  • Vanguard Morningstar Small-Cap ETF made up 0.15% of Bank of New Hampshire's portfolio in Q2 2026, its #121 holding.
  • Bank of New Hampshire first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • Bank of New Hampshire's Vanguard Morningstar Small-Cap ETF position peaked at $1.22M in Q3 2021.
  • 1,234 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Bank of New Hampshire's 13F filing for Q2 2026, filed 14 Jul 2026.