First National Bank of Mount Dora’s Vanguard Small-Cap ETF VB Stock Holding History

First National Bank of Mount Dora’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	$497K	Hold	1,639	–	–	0.1%	98
2026 Q1	$429K	Sell	1,639 -9	-0.5%	-$2.44K	0.09%	100
2025 Q4	$425K	Hold	1,648	–	–	0.09%	97
2025 Q3	$419K	Hold	1,648	–	–	0.09%	99
2025 Q2	$391K	Sell	1,648 -51	-3%	-$11.4K	0.09%	99
2025 Q1	$377K	Sell	1,699 -109	-6%	-$26K	0.09%	101
2024 Q4	$434K	Hold	1,808	–	–	0.1%	100
2024 Q3	$429K	Hold	1,808	–	–	0.1%	107
2024 Q2	$394K	Hold	1,808	–	–	0.1%	108
2024 Q1	$413K	Sell	1,808 -14	-0.8%	-$3.01K	0.1%	106
2023 Q4	$389K	Hold	1,822	–	–	0.1%	99
2023 Q3	$344K	Hold	1,822	–	–	0.1%	101
2023 Q2	$362K	Hold	1,822	–	–	0.1%	100
2023 Q1	$345K	Hold	1,822	–	–	0.1%	101
2022 Q4	$334K	Buy	1,822 +60	+3%	+$11.1K	0.11%	104
2022 Q3	$301K	Hold	1,762	–	–	0.11%	103
2022 Q2	$310K	Hold	1,762	–	–	0.11%	101
2022 Q1	$374K	Buy	1,762 +123	+8%	+$25.9K	0.11%	99
2021 Q4	$371K	Buy	1,639 +39	+2%	+$8.86K	0.11%	97
2021 Q3	$350K	Hold	1,600	–	–	0.12%	94
2021 Q2	$360K	Hold	1,600	–	–	0.12%	91
2021 Q1	$342K	Buy	1,600 +200	+14%	+$42.1K	0.12%	93
2020 Q4	$273K	Hold	1,400	–	–	0.1%	88
2020 Q3	$216K	Hold	1,400	–	–	0.09%	89
2020 Q2	$204K	Buy	+1,400	New	+$188K	0.09%	89
2020 Q1	–	Sell	-1,400	Closed	-$232K	–	96
2019 Q4	$232K	Hold	1,400	–	–	0.1%	82
2019 Q3	$216K	Hold	1,400	–	–	0.1%	81
2019 Q2	$220K	Hold	1,400	–	–	0.1%	81
2019 Q1	$214K	Buy	+1,400	New	+$208K	0.09%	88
2018 Q4	–	Sell	-1,400	Closed	-$228K	–	98
2018 Q3	$228K	Hold	1,400	–	–	0.1%	86
2018 Q2	$218K	Hold	1,400	–	–	0.1%	83
2018 Q1	$206K	Hold	1,400	–	–	0.09%	85
2017 Q4	$207K	Buy	+1,400	New	+$203K	0.09%	84

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

GCM

Gibraltar Capital Management Tulsa, Oklahoma $650M AUM 24.75% 1-Year Est. Return

First National Bank of Mount Dora's VB Position: Q2 2026 in Review

First National Bank of Mount Dora held its Vanguard Small-Cap ETF (VB) position steady in Q2 2026 at 1,639 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #98.

First National Bank of Mount Dora first reported a position in VB in Q4 2017 and has held it in 33 quarters since. 928 funds tracked by Wall St. Rank hold VB as of Q2 2026.

First National Bank of Mount Dora held 1,639 shares of Vanguard Small-Cap ETF worth $497K as of Q2 2026.
First National Bank of Mount Dora left its Vanguard Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Small-Cap ETF made up 0.1% of First National Bank of Mount Dora's portfolio in Q2 2026, its #98 holding.
First National Bank of Mount Dora first reported a position in Vanguard Small-Cap ETF in Q4 2017 and has held it in 33 quarters since.
928 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on First National Bank of Mount Dora's 13F filing for Q2 2026, filed 8 Jul 2026.