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

Community Bank’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$711K	Buy	2,928 +23	+0.8%	+$5.35K	0.08%	150
2026 Q1	$631K	Hold	2,905	–	–	0.08%	151
2025 Q4	$615K	Hold	2,905	–	–	0.07%	164
2025 Q3	$606K	Buy	2,905 +1,905	+191%	+$390K	0.07%	166
2025 Q2	$195K	Hold	1,000	–	–	0.03%	207
2025 Q1	$186K	Hold	1,000	–	–	0.03%	210
2024 Q4	$198K	Hold	1,000	–	–	0.03%	209
2024 Q3	$201K	Hold	1,000	–	–	0.03%	211
2024 Q2	$183K	Hold	1,000	–	–	0.02%	213
2024 Q1	$192K	Hold	1,000	–	–	0.03%	212
2023 Q4	$180K	Sell	1,000 -400	-29%	-$65.3K	0.02%	214
2023 Q3	$223K	Hold	1,400	–	–	0.03%	204
2023 Q2	$232K	Hold	1,400	–	–	0.03%	208
2023 Q1	$222K	Hold	1,400	–	–	0.03%	212
2022 Q4	$222K	Hold	1,400	–	–	0.03%	216
2022 Q3	$201K	Hold	1,400	–	–	0.03%	213
2022 Q2	$210K	Hold	1,400	–	–	0.03%	217
2022 Q1	$246K	Hold	1,400	–	–	0.03%	215
2021 Q4	$250K	Hold	1,400	–	–	0.03%	222
2021 Q3	$237K	Hold	1,400	–	–	0.03%	220
2021 Q2	$243K	Hold	1,400	–	–	0.03%	230
2021 Q1	$232K	Hold	1,400	–	–	0.03%	225
2020 Q4	$199K	Sell	1,400 -1,550	-53%	-$200K	0.03%	234
2020 Q3	$326K	Hold	2,950	–	–	0.05%	202
2020 Q2	$315K	Hold	2,950	–	–	0.05%	201
2020 Q1	$262K	Buy	2,950 +1,550	+111%	+$188K	0.06%	183
2019 Q4	$192K	Buy	1,400 +1,000	+250%	+$132K	0.03%	224
2019 Q3	$52K	Sell	400 -855	-68%	-$109K	0.01%	264
2019 Q2	$164K	Hold	1,255	–	–	0.03%	214
2019 Q1	$162K	Buy	1,255 +400	+47%	+$50.9K	0.03%	204
2018 Q4	$98K	Hold	855	–	–	0.02%	229
2018 Q3	$119K	Hold	855	–	–	0.02%	227
2018 Q2	$116K	Hold	855	–	–	0.02%	225
2018 Q1	$111K	Hold	855	–	–	0.02%	229
2017 Q4	$114K	Hold	855	–	–	0.01%	322
2017 Q3	$109K	Hold	855	–	–	0.01%	315
2017 Q2	$105K	Hold	855	–	–	0.01%	321
2017 Q1	$105K	Hold	855	–	–	0.02%	208
2016 Q4	$103K	Hold	855	–	–	0.02%	210
2016 Q3	$95K	Hold	855	–	–	0.02%	208
2016 Q2	$90K	Hold	855	–	–	0.02%	211
2016 Q1	$87K	Hold	855	–	–	0.02%	214
2015 Q4	$85K	Buy	855 +655	+328%	+$66.8K	0.02%	217
2015 Q3	$19K	Hold	200	–	–	﹤0.01%	274
2015 Q2	$22K	Hold	200	–	–	0.01%	274
2015 Q1	$22K	Hold	200	–	–	0.01%	272
2014 Q4	$21K	Buy	+200	New	+$20.6K	﹤0.01%	276

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Community Bank's VBR Position: Q2 2026 in Review

Community Bank increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.79% in Q2 2026, buying an estimated $5.35K and bringing the position to 2,928 shares worth $711K. The position accounts for 0.08% of the portfolio, ranked #150.

Community Bank first reported a position in VBR in Q4 2014 and has held it in 47 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Community Bank held 2,928 shares of Vanguard Morningstar Small-Cap Value ETF worth $711K as of Q2 2026.
Community Bank bought 23 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $5.35K.
Vanguard Morningstar Small-Cap Value ETF made up 0.08% of Community Bank's portfolio in Q2 2026, its #150 holding.
Community Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2014 and has held it in 47 quarters since.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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