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Bell Bank’s Vanguard Small-Cap ETF VB Stock Holding History

Bell Bank’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 		$501K Sell
1,653
-75
-4% -$21.5K 0.02% 129
2026
Q1 		$453K Sell
1,728
-196
-10% -$53K 0.02% 130
2025
Q4 		$496K Sell
1,924
-79
-4% -$20.2K 0.02% 129
2025
Q3 		$509K Buy
2,003
+2
+0.1% +$496 0.02% 136
2025
Q2 		$474K Hold
2,001
– – 0.02% 145
2025
Q1 		$444K Hold
2,001
– – 0.02% 142
2024
Q4 		$481K Sell
2,001
-419
-17% -$103K 0.04% 143
2024
Q3 		$574K Hold
2,420
– – 0.07% 125
2024
Q2 		$528K Hold
2,420
– – 0.04% 130
2024
Q1 		$553K Hold
2,420
– – 0.05% 133
2023
Q4 		$516K Sell
2,420
-253
-9% -$48.7K 0.05% 128
2023
Q3 		$505K Hold
2,673
– – 0.06% 125
2023
Q2 		$532K Hold
2,673
– – 0.06% 128
2023
Q1 		$507K Hold
2,673
– – 0.05% 129
2022
Q4 		$491K Buy
2,673
+253
+10% +$46.9K 0.06% 131
2022
Q3 		$414K Sell
2,420
-42
-2% -$7.93K 0.05% 135
2022
Q2 		$434K Buy
2,462
+42
+2% +$8.11K 0.05% 142
2022
Q1 		$514K Hold
2,420
– – 0.06% 125
2021
Q4 		$547K Hold
2,420
– – 0.06% 122
2021
Q3 		$529K Hold
2,420
– – 0.07% 119
2021
Q2 		$545K Hold
2,420
– – 0.07% 118
2021
Q1 		$518K Hold
2,420
– – 0.07% 119
2020
Q4 		$471K Buy
+2,420
New +$427K 0.07% 117
2015
Q3 		– Sell
-1,889
Closed -$229K – 149
2015
Q2 		$229K Hold
1,889
– – 0.17% 137
2015
Q1 		$232K Hold
1,889
– – 0.16% 142
2014
Q4 		$220K Hold
1,889
– – 0.15% 151
2014
Q3 		$209K Buy
+1,889
New +$216K 0.15% 157

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
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
GCM
Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Bell Bank's VB Position: Q2 2026 in Review

Bell Bank reduced its Vanguard Small-Cap ETF (VB) stake by 4.3% in Q2 2026, selling an estimated $21.5K and leaving 1,653 shares worth $501K. The position accounts for 0.02% of the portfolio, ranked #129.

Bell Bank first reported a position in VB in Q3 2014 and has held it in 27 quarters since. The position peaked at $574K in Q3 2024. 543 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Bell Bank held 1,653 shares of Vanguard Small-Cap ETF worth $501K as of Q2 2026.
  • Bell Bank sold 75 Vanguard Small-Cap ETF shares in Q2 2026, an estimated $21.5K.
  • Vanguard Small-Cap ETF made up 0.02% of Bell Bank's portfolio in Q2 2026, its #129 holding.
  • Bell Bank first reported a position in Vanguard Small-Cap ETF in Q3 2014 and has held it in 27 quarters since.
  • Bell Bank's Vanguard Small-Cap ETF position peaked at $574K in Q3 2024.
  • 543 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Bell Bank's 13F filing for Q2 2026, filed 16 Jul 2026.