BTC Capital Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

BTC Capital Management’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	$3.19M	Hold	10,526	–	–	0.19%	98
2026 Q1	$2.76M	Hold	10,526	–	–	0.19%	104
2025 Q4	$2.73M	Hold	10,526	–	–	0.19%	100
2025 Q3	$2.68M	Hold	10,526	–	–	0.18%	104
2025 Q2	$2.49M	Hold	10,526	–	–	0.2%	94
2025 Q1	$2.33M	Buy	10,526 +35	+0.3%	+$8.36K	0.21%	94
2024 Q4	$2.52M	Hold	10,491	–	–	0.23%	85
2024 Q3	$2.49M	Hold	10,491	–	–	0.22%	89
2024 Q2	$2.29M	Hold	10,491	–	–	0.21%	91
2024 Q1	$2.4M	Buy	+10,491	New	+$2.26M	0.22%	95
2023 Q3	$1.98M	Hold	10,491	–	–	0.23%	103
2023 Q2	$2.09M	Hold	10,491	–	–	0.23%	103
2023 Q1	$1.99M	Hold	10,491	–	–	0.23%	101
2022 Q4	$1.93M	Hold	10,491	–	–	0.23%	103
2022 Q3	$1.79M	Hold	10,491	–	–	0.23%	104
2022 Q2	$1.85M	Hold	10,491	–	–	0.23%	106
2022 Q1	$2.23M	Hold	10,491	–	–	0.22%	105
2021 Q4	$2.37M	Hold	10,491	–	–	0.23%	101
2021 Q3	$2.29M	Hold	10,491	–	–	0.26%	98
2021 Q2	$2.36M	Hold	10,491	–	–	0.27%	91
2021 Q1	$2.25M	Hold	10,491	–	–	0.25%	95
2020 Q4	$2.04M	Hold	10,491	–	–	0.24%	97
2020 Q3	$1.61M	Hold	10,491	–	–	0.23%	99
2020 Q2	$1.53M	Hold	10,491	–	–	0.23%	96
2020 Q1	$1.21M	Hold	10,491	–	–	0.23%	95
2019 Q4	$1.74M	Hold	10,491	–	–	0.25%	99
2019 Q3	$1.61M	Hold	10,491	–	–	0.26%	98
2019 Q2	$1.64M	Hold	10,491	–	–	0.27%	100
2019 Q1	$1.6M	Hold	10,491	–	–	0.26%	100
2018 Q4	$1.39M	Hold	10,491	–	–	0.25%	104
2018 Q3	$1.71M	Buy	+10,491	New	+$1.7M	0.29%	95
2018 Q2	–	Sell	-10,491	Closed	-$1.54M	–	178
2018 Q1	$1.54M	Buy	+10,491	New	+$1.57M	0.25%	98
2015 Q2	–	Sell	-10,491	Closed	-$1.29M	–	172
2015 Q1	$1.29M	Buy	+10,491	New	+$1.24M	0.3%	109

Other funds holding VB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

NHC

Nicholas Hoffman & Company Atlanta, Georgia $4.74B AUM 18.12% 1-Year Est. Return

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

BTC Capital Management's VB Position: Q2 2026 in Review

BTC Capital Management held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 10,526 shares worth $3.19M. The position accounts for 0.19% of the portfolio, ranked #98.

BTC Capital Management first reported a position in VB in Q1 2015 and has held it in 33 quarters since. 1,491 funds tracked by Wall St. Rank hold VB as of Q2 2026.

BTC Capital Management held 10,526 shares of Vanguard Morningstar Small-Cap ETF worth $3.19M as of Q2 2026.
BTC Capital Management left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.19% of BTC Capital Management's portfolio in Q2 2026, its #98 holding.
BTC Capital Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2015 and has held it in 33 quarters since.
1,491 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on BTC Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.