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First County Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First County Bank’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 		$684K Hold
2,258
– – 0.32% 80
2026
Q1 		$591K Buy
2,258
+79
+4% +$21.4K 0.32% 90
2025
Q4 		$562K Buy
2,179
+16
+0.7% +$4.1K 0.29% 94
2025
Q3 		$550K Sell
2,163
-244
-10% -$60.5K 0.28% 96
2025
Q2 		$570K Sell
2,407
-19
-0.8% -$4.24K 0.31% 91
2025
Q1 		$538K Sell
2,426
-181
-7% -$43.2K 0.3% 96
2024
Q4 		$626K Buy
2,607
+311
+14% +$76.5K 0.35% 84
2024
Q3 		$545K Hold
2,296
– – 0.27% 99
2024
Q2 		$501K Buy
2,296
+43
+2% +$9.44K 0.26% 96
2024
Q1 		$515K Buy
2,253
+181
+9% +$38.9K 0.25% 105
2023
Q4 		$442K Buy
2,072
+170
+9% +$32.8K 0.21% 111
2023
Q3 		$360K Buy
1,902
+125
+7% +$24.9K 0.19% 119
2023
Q2 		$353K Sell
1,777
-391
-18% -$73.9K 0.17% 128
2023
Q1 		$411K Sell
2,168
-215
-9% -$41.7K 0.2% 130
2022
Q4 		$437K Buy
+2,383
New +$442K 0.21% 116

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

First County Bank's VB Position: Q2 2026 in Review

First County Bank held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 2,258 shares worth $684K. The position accounts for 0.32% of the portfolio, ranked #80.

First County Bank first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • First County Bank held 2,258 shares of Vanguard Morningstar Small-Cap ETF worth $684K as of Q2 2026.
  • First County Bank left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.32% of First County Bank's portfolio in Q2 2026, its #80 holding.
  • First County Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on First County Bank's 13F filing for Q2 2026, filed 2 Jul 2026.