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

Community 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	$262K	Sell	865 -10	-1%	-$2.87K	0.03%	199
2026 Q1	$229K	Hold	875	–	–	0.03%	204
2025 Q4	$226K	Buy	875 +62	+8%	+$15.9K	0.03%	207
2025 Q3	$207K	Hold	813	–	–	0.03%	210
2025 Q2	$193K	Sell	813 -175	-18%	-$39K	0.03%	208
2025 Q1	$219K	Hold	988	–	–	0.03%	202
2024 Q4	$237K	Hold	988	–	–	0.03%	197
2024 Q3	$234K	Sell	988 -37	-4%	-$8.41K	0.03%	202
2024 Q2	$223K	Hold	1,025	–	–	0.03%	203
2024 Q1	$234K	Hold	1,025	–	–	0.03%	203
2023 Q4	$219K	Hold	1,025	–	–	0.03%	203
2023 Q3	$194K	Sell	1,025 -300	-23%	-$59.8K	0.03%	212
2023 Q2	$264K	Hold	1,325	–	–	0.03%	200
2023 Q1	$251K	Hold	1,325	–	–	0.03%	207
2022 Q4	$243K	Buy	1,325 +287	+28%	+$53.2K	0.03%	209
2022 Q3	$177K	Hold	1,038	–	–	0.03%	219
2022 Q2	$183K	Hold	1,038	–	–	0.03%	223
2022 Q1	$221K	Hold	1,038	–	–	0.03%	220
2021 Q4	$235K	Hold	1,038	–	–	0.03%	228
2021 Q3	$227K	Hold	1,038	–	–	0.03%	226
2021 Q2	$234K	Sell	1,038 -350	-25%	-$77.6K	0.03%	232
2021 Q1	$297K	Sell	1,388 -656	-32%	-$138K	0.04%	212
2020 Q4	$398K	Sell	2,044 -18	-0.9%	-$3.17K	0.05%	192
2020 Q3	$317K	Hold	2,062	–	–	0.05%	205
2020 Q2	$301K	Hold	2,062	–	–	0.05%	203
2020 Q1	$238K	Hold	2,062	–	–	0.05%	194
2019 Q4	$341K	Hold	2,062	–	–	0.06%	184
2019 Q3	$317K	Buy	2,062 +50	+2%	+$7.75K	0.06%	179
2019 Q2	$315K	Hold	2,012	–	–	0.06%	179
2019 Q1	$307K	Hold	2,012	–	–	0.06%	172
2018 Q4	$266K	Buy	2,012 +737	+58%	+$107K	0.06%	171
2018 Q3	$207K	Hold	1,275	–	–	0.04%	197
2018 Q2	$199K	Sell	1,275 -25	-2%	-$3.83K	0.04%	202
2018 Q1	$191K	Hold	1,300	–	–	0.04%	201
2017 Q4	$192K	Hold	1,300	–	–	0.02%	291
2017 Q3	$184K	Hold	1,300	–	–	0.02%	286
2017 Q2	$176K	Hold	1,300	–	–	0.02%	292
2017 Q1	$173K	Hold	1,300	–	–	0.04%	184
2016 Q4	$168K	Hold	1,300	–	–	0.04%	186
2016 Q3	$159K	Hold	1,300	–	–	0.04%	186
2016 Q2	$150K	Sell	1,300 -850	-40%	-$96.5K	0.04%	187
2016 Q1	$240K	Buy	2,150 +300	+16%	+$31.1K	0.06%	164
2015 Q4	$205K	Hold	1,850	–	–	0.05%	171
2015 Q3	$200K	Buy	1,850 +200	+12%	+$23.4K	0.05%	174
2015 Q2	$200K	Sell	1,650 -100	-6%	-$12.3K	0.05%	176
2015 Q1	$214K	Hold	1,750	–	–	0.05%	171
2014 Q4	$204K	Buy	+1,750	New	+$199K	0.05%	174

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

Community Bank's VB Position: Q2 2026 in Review

Community Bank reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.1% in Q2 2026, selling an estimated $2.87K and leaving 865 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #199.

Community Bank first reported a position in VB in Q4 2014 and has held it in 47 quarters since. The position peaked at $398K in Q4 2020. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Community Bank held 865 shares of Vanguard Morningstar Small-Cap ETF worth $262K as of Q2 2026.
Community Bank sold 10 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $2.87K.
Vanguard Morningstar Small-Cap ETF made up 0.03% of Community Bank's portfolio in Q2 2026, its #199 holding.
Community Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2014 and has held it in 47 quarters since.
Community Bank's Vanguard Morningstar Small-Cap ETF position peaked at $398K in Q4 2020.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.