Choate Investment Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Choate Investment Advisors’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	$3.26M	Hold	10,744	–	–	0.06%	132
2026 Q1	$2.81M	Buy	10,744 +6,191	+136%	+$1.68M	0.06%	131
2025 Q4	$1.17M	Sell	4,553 -120	-3%	-$30.7K	0.02%	212
2025 Q3	$1.19M	Buy	4,673 +126	+3%	+$31.2K	0.02%	194
2025 Q2	$1.08M	Hold	4,547	–	–	0.02%	191
2025 Q1	$1.01M	Sell	4,547 -574	-11%	-$137K	0.03%	186
2024 Q4	$1.23M	Hold	5,121	–	–	0.03%	173
2024 Q3	$1.21M	Sell	5,121 -4,750	-48%	-$1.08M	0.03%	177
2024 Q2	$2.15M	Hold	9,871	–	–	0.06%	129
2024 Q1	$2.26M	Buy	9,871 +5,121	+108%	+$1.1M	0.06%	132
2023 Q4	$1.01M	Hold	4,750	–	–	0.03%	185
2023 Q3	$898K	Buy	+4,750	New	+$946K	0.04%	176
2021 Q3	–	Sell	-29	Closed	-$7K	–	342
2021 Q2	$7K	Buy	+29	New	+$6.43K	﹤0.01%	324
2014 Q3	–	Sell	-15	Closed	-$1.78K	–	299
2014 Q2	$1.78K	Hold	15	–	–	﹤0.01%	301
2014 Q1	$1.72K	Buy	+15	New	+$1.66K	﹤0.01%	289

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Choate Investment Advisors's VB Position: Q2 2026 in Review

Choate Investment Advisors held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 10,744 shares worth $3.26M. The position accounts for 0.06% of the portfolio, ranked #132.

Choate Investment Advisors first reported a position in VB in Q1 2014 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Choate Investment Advisors held 10,744 shares of Vanguard Morningstar Small-Cap ETF worth $3.26M as of Q2 2026.
Choate Investment Advisors left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Choate Investment Advisors's portfolio in Q2 2026, its #132 holding.
Choate Investment Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2014 and has held it in 15 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.