FUBT
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First United Bank & Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First United Bank & Trust’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 		$7.3M Buy
24,084
+827
+4% +$237K 2.1% 11
2026
Q1 		$6.09M Buy
23,257
+6,914
+42% +$1.87M 1.98% 11
2025
Q4 		$4.22M Buy
16,343
+2,195
+16% +$562K 1.35% 23
2025
Q3 		$3.6M Buy
14,148
+374
+3% +$92.8K 1.17% 23
2025
Q2 		$3.26M Sell
13,774
-2,185
-14% -$487K 1.14% 24
2025
Q1 		$3.54M Sell
15,959
-148
-0.9% -$35.3K 1.32% 23
2024
Q4 		$3.87M Buy
16,107
+643
+4% +$158K 1.41% 20
2024
Q3 		$3.67M Buy
15,464
+3,053
+25% +$694K 1.32% 23
2024
Q2 		$2.71M Buy
12,411
+7
+0.1% +$1.54K 1.01% 27
2024
Q1 		$2.84M Buy
12,404
+607
+5% +$131K 1.05% 26
2023
Q4 		$2.52M Buy
11,797
+211
+2% +$40.7K 1.01% 29
2023
Q3 		$2.19M Buy
11,586
+175
+2% +$34.9K 1.02% 32
2023
Q2 		$2.27M Buy
11,411
+1,180
+12% +$223K 1.01% 31
2023
Q1 		$1.94M Buy
10,231
+1,122
+12% +$218K 0.91% 36
2022
Q4 		$1.67M Sell
9,109
-852
-9% -$158K 0.82% 38
2022
Q3 		$1.7M Sell
9,961
-48
-0.5% -$9.06K 0.86% 36
2022
Q2 		$1.76M Sell
10,009
-1,915
-16% -$370K 0.81% 39
2022
Q1 		$2.53M Sell
11,924
-1,767
-13% -$372K 1% 32
2021
Q4 		$3.09M Buy
13,691
+79
+0.6% +$18K 1.14% 23
2021
Q3 		$2.98M Sell
13,612
-470
-3% -$104K 1.21% 25
2021
Q2 		$3.17M Sell
14,082
-1,189
-8% -$263K 1.33% 20
2021
Q1 		$3.27M Buy
15,271
+6,389
+72% +$1.35M 1.4% 18
2020
Q4 		$1.73M Buy
8,882
+3,118
+54% +$550K 0.84% 42
2020
Q3 		$887K Sell
5,764
-95
-2% -$14.6K 0.5% 68
2020
Q2 		$854K Buy
5,859
+11
+0.2% +$1.48K 0.51% 66
2020
Q1 		$675K Sell
5,848
-780
-12% -$117K 0.48% 68
2019
Q4 		$1.1M Buy
6,628
+175
+3% +$27.9K 0.63% 57
2019
Q3 		$993K Sell
6,453
-218
-3% -$33.8K 0.62% 59
2019
Q2 		$1.04M Sell
6,671
-773
-10% -$119K 0.62% 60
2019
Q1 		$1.14M Sell
7,444
-907
-11% -$135K 0.7% 56
2018
Q4 		$1.1M Sell
8,351
-315
-4% -$45.9K 0.77% 53
2018
Q3 		$1.41M Buy
8,666
+1,743
+25% +$282K 0.88% 47
2018
Q2 		$1.08M Buy
6,923
+557
+9% +$85.2K 0.71% 57
2018
Q1 		$935K Buy
6,366
+1,256
+25% +$188K 0.61% 61
2017
Q4 		$755K Buy
5,110
+310
+6% +$44.8K 0.49% 65
2017
Q3 		$678K Sell
4,800
-58
-1% -$7.9K 0.45% 69
2017
Q2 		$658K Buy
4,858
+105
+2% +$14.1K 0.45% 73
2017
Q1 		$633K Buy
4,753
+1,520
+47% +$201K 0.44% 73
2016
Q4 		$417K Buy
+3,233
New +$401K 0.31% 86

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

First United Bank & Trust's VB Position: Q2 2026 in Review

First United Bank & Trust increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 3.6% in Q2 2026, buying an estimated $237K and bringing the position to 24,084 shares worth $7.3M. The position accounts for 2.1% of the portfolio, ranked #11.

First United Bank & Trust first reported a position in VB in Q4 2016 and has held it in 39 quarters since. 1,311 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • First United Bank & Trust held 24,084 shares of Vanguard Morningstar Small-Cap ETF worth $7.3M as of Q2 2026.
  • First United Bank & Trust bought 827 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $237K.
  • Vanguard Morningstar Small-Cap ETF made up 2.1% of First United Bank & Trust's portfolio in Q2 2026, its #11 holding.
  • First United Bank & Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2016 and has held it in 39 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on First United Bank & Trust's 13F filing for Q2 2026, filed 20 Jul 2026.