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

Farmers & Merchants Trust Company’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
2025
Q2 		– Sell
-1,605
Closed -$299K – 226
2025
Q1 		$299K Sell
1,605
-273
-15% -$53.9K 0.08% 156
2024
Q4 		$372K Hold
1,878
– – 0.09% 138
2024
Q3 		$377K Hold
1,878
– – 0.09% 139
2024
Q2 		$343K Hold
1,878
– – 0.09% 137
2024
Q1 		$360K Buy
+1,878
New +$339K 0.09% 139

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Betterment LLC
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Farmers & Merchants Trust Company's VBR Position: Q2 2025 in Review

Farmers & Merchants Trust Company sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 1,605 shares — an estimated $299K sold.

Farmers & Merchants Trust Company first reported a position in VBR in Q1 2024 and held it in 5 quarters. The position peaked at $377K in Q3 2024. 1,560 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Farmers & Merchants Trust Company reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Farmers & Merchants Trust Company sold 1,605 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2025, an estimated $299K.
  • Farmers & Merchants Trust Company first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and held it in 5 quarters.
  • Farmers & Merchants Trust Company's Vanguard Morningstar Small-Cap Value ETF position peaked at $377K in Q3 2024.
  • 1,560 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2025.

Based on Farmers & Merchants Trust Company's 13F filing for Q2 2025, filed 17 Jul 2025.