Farmers & Merchants Trust Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Farmers & Merchants Trust Company’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	$201K	Buy	+663	New	+$190K	0.04%	194
2024 Q3	–	Sell	-988	Closed	-$215K	–	199
2024 Q2	$215K	Buy	+988	New	+$217K	0.06%	175
2023 Q1	–	Sell	-1,561	Closed	-$287K	–	187
2022 Q4	$287K	Hold	1,561	–	–	0.08%	129
2022 Q3	$267K	Hold	1,561	–	–	0.08%	128
2022 Q2	$275K	Hold	1,561	–	–	0.08%	125
2022 Q1	$332K	Hold	1,561	–	–	0.09%	127
2021 Q4	$353K	Hold	1,561	–	–	0.09%	129
2021 Q3	$341K	Hold	1,561	–	–	0.09%	127
2021 Q2	$352K	Hold	1,561	–	–	0.1%	120
2021 Q1	$334K	Sell	1,561 -77	-5%	-$16.2K	0.11%	114
2020 Q4	$319K	Sell	1,638 -165	-9%	-$29.1K	0.12%	113
2020 Q3	$277K	Sell	1,803 -58	-3%	-$8.91K	0.11%	112
2020 Q2	$271K	Buy	+1,861	New	+$250K	0.12%	111

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 22.9% 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

Farmers & Merchants Trust Company's VB Position: Q2 2026 in Review

Farmers & Merchants Trust Company opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 663 shares worth $201K. The stake represents 0.04% of the portfolio and ranks #194 among its holdings. This is a return to the name: Farmers & Merchants Trust Company previously reported a position in VB as recently as Q2 2024.

Farmers & Merchants Trust Company first reported a position in VB in Q2 2020 and has held it in 13 quarters since. The position peaked at $353K in Q4 2021. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Farmers & Merchants Trust Company held 663 shares of Vanguard Morningstar Small-Cap ETF worth $201K as of Q2 2026.
Vanguard Morningstar Small-Cap ETF was a new Farmers & Merchants Trust Company position in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.04% of Farmers & Merchants Trust Company's portfolio in Q2 2026, its #194 holding.
Farmers & Merchants Trust Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2020 and has held it in 13 quarters since.
Farmers & Merchants Trust Company's Vanguard Morningstar Small-Cap ETF position peaked at $353K in Q4 2021.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2026, filed 5 Aug 2026.