BTW
VB icon

Boston Trust Walden’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Boston Trust Walden’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 		$259K Hold
856
– – ﹤0.01% 380
2026
Q1 		$224K Hold
856
– – ﹤0.01% 380
2025
Q4 		$221K Sell
856
-288
-25% -$73.8K ﹤0.01% 374
2025
Q3 		$291K Buy
+1,144
New +$284K ﹤0.01% 362
2023
Q1 		– Sell
-1,380
Closed -$253K – 372
2022
Q4 		$253K Buy
+1,380
New +$256K ﹤0.01% 350

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
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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

Boston Trust Walden's VB Position: Q2 2026 in Review

Boston Trust Walden held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 856 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #380.

Boston Trust Walden first reported a position in VB in Q4 2022 and has held it in 5 quarters since. The position peaked at $291K in Q3 2025. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Boston Trust Walden held 856 shares of Vanguard Morningstar Small-Cap ETF worth $259K as of Q2 2026.
  • Boston Trust Walden left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Boston Trust Walden's portfolio in Q2 2026, its #380 holding.
  • Boston Trust Walden first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 5 quarters since.
  • Boston Trust Walden's Vanguard Morningstar Small-Cap ETF position peaked at $291K in Q3 2025.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.