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Farmers & Merchants Trust Co of Chambersburg PA’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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 		$14M Buy
57,438
+858
+2% +$200K 3.54% 4
2026
Q1 		$12.3M Buy
56,580
+10,143
+22% +$2.27M 3.35% 3
2025
Q4 		$9.84M Buy
46,437
+1,384
+3% +$290K 2.75% 4
2025
Q3 		$9.4M Buy
45,053
+1,899
+4% +$388K 2.66% 4
2025
Q2 		$8.41M Buy
43,154
+4,423
+11% +$819K 2.63% 4
2025
Q1 		$7.21M Buy
38,731
+4,561
+13% +$901K 2.56% 4
2024
Q4 		$6.77M Buy
34,170
+4,095
+14% +$841K 2.56% 3
2024
Q3 		$6.04M Buy
30,075
+275
+0.9% +$52.9K 2.33% 6
2024
Q2 		$5.44M Buy
29,800
+291
+1% +$53.8K 2.2% 7
2024
Q1 		$5.66M Buy
29,509
+3,139
+12% +$566K 2.32% 6
2023
Q4 		$4.75M Buy
26,370
+25,252
+2,259% +$4.12M 2.42% 2
2023
Q3 		$178K Buy
1,118
+537
+92% +$89.8K 0.12% 105
2023
Q2 		$96K Sell
581
-13
-2% -$2.05K 0.06% 134
2023
Q1 		$94K Buy
594
+129
+28% +$21.4K 0.06% 137
2022
Q4 		$74K Buy
465
+190
+69% +$30.3K 0.05% 152
2022
Q3 		$39K Hold
275
– – 0.03% 186
2022
Q2 		$41K Hold
275
– – 0.03% 190
2022
Q1 		$48K Buy
+275
New +$47.8K 0.03% 189
2021
Q1 		– Sell
-38
Closed -$5K – 310
2020
Q4 		$5K Hold
38
– – ﹤0.01% 249
2020
Q3 		$4K Hold
38
– – ﹤0.01% 247
2020
Q2 		$4K Hold
38
– – ﹤0.01% 260
2020
Q1 		$3K Hold
38
– – ﹤0.01% 263
2019
Q4 		$5K Buy
+38
New +$5.03K ﹤0.01% 283

Other funds holding VBR

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AL
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's VBR Position: Q2 2026 in Review

Farmers & Merchants Trust Co of Chambersburg PA increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.5% in Q2 2026, buying an estimated $200K and bringing the position to 57,438 shares worth $14M. The position accounts for 3.54% of the portfolio, ranked #4.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in VBR in Q4 2019 and has held it in 23 quarters since. 1,469 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Farmers & Merchants Trust Co of Chambersburg PA held 57,438 shares of Vanguard Morningstar Small-Cap Value ETF worth $14M as of Q2 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA bought 858 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $200K.
  • Vanguard Morningstar Small-Cap Value ETF made up 3.54% of Farmers & Merchants Trust Co of Chambersburg PA's portfolio in Q2 2026, its #4 holding.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2026, filed 24 Jul 2026.