Crews Bank & Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Crews Bank & Trust’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	$121K	Buy	398 +29	+8%	+$8.31K	0.02%	275
2026 Q1	$96.6K	Hold	369	–	–	0.01%	290
2025 Q4	$95.2K	Sell	369 -115	-24%	-$29.5K	0.01%	291
2025 Q3	$123K	Sell	484 -25	-5%	-$6.2K	0.02%	263
2025 Q2	$121K	Hold	509	–	–	0.02%	263
2025 Q1	$113K	Buy	509 +23	+5%	+$5.49K	0.02%	258
2024 Q4	$117K	Buy	+486	New	+$120K	0.02%	258

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

Crews Bank & Trust's VB Position: Q2 2026 in Review

Crews Bank & Trust increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.9% in Q2 2026, buying an estimated $8.31K and bringing the position to 398 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #275.

Crews Bank & Trust first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $123K in Q3 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Crews Bank & Trust held 398 shares of Vanguard Morningstar Small-Cap ETF worth $121K as of Q2 2026.
Crews Bank & Trust bought 29 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.31K.
Vanguard Morningstar Small-Cap ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #275 holding.
Crews Bank & Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
Crews Bank & Trust's Vanguard Morningstar Small-Cap ETF position peaked at $123K in Q3 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.