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

First United Bank & Trust’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Buy
3,952
+7
+0.2% +$2.38K 0.42% 57
2026
Q1 		$1.19M Buy
3,945
+410
+12% +$129K 0.39% 61
2025
Q4 		$1.07M Buy
3,535
+125
+4% +$37.7K 0.34% 63
2025
Q3 		$1.01M Buy
3,410
+126
+4% +$36.4K 0.33% 71
2025
Q2 		$909K Sell
3,284
-618
-16% -$159K 0.32% 73
2025
Q1 		$982K Sell
3,902
-164
-4% -$45.4K 0.37% 65
2024
Q4 		$1.14M Buy
4,066
+75
+2% +$21.2K 0.41% 62
2024
Q3 		$1.07M Buy
3,991
+1,552
+64% +$398K 0.38% 67
2024
Q2 		$610K Buy
2,439
+3
+0.1% +$748 0.23% 93
2024
Q1 		$635K Sell
2,436
-82
-3% -$20.1K 0.24% 90
2023
Q4 		$609K Sell
2,518
-300
-11% -$65.1K 0.24% 87
2023
Q3 		$604K Sell
2,818
-5
-0.2% -$1.14K 0.28% 85
2023
Q2 		$649K Buy
2,823
+197
+8% +$42.9K 0.29% 85
2023
Q1 		$568K Sell
2,626
-48
-2% -$10.4K 0.27% 90
2022
Q4 		$536K Buy
2,674
+50
+2% +$10.2K 0.26% 89
2022
Q3 		$512K Sell
2,624
-209
-7% -$44.9K 0.26% 91
2022
Q2 		$558K Sell
2,833
-433
-13% -$93.9K 0.26% 92
2022
Q1 		$810K Sell
3,266
-35
-1% -$8.62K 0.32% 80
2021
Q4 		$930K Buy
3,301
+115
+4% +$33K 0.34% 83
2021
Q3 		$893K Sell
3,186
-785
-20% -$225K 0.36% 79
2021
Q2 		$1.15M Sell
3,971
-232
-6% -$64.9K 0.48% 64
2021
Q1 		$1.15M Buy
4,203
+106
+3% +$29.9K 0.49% 62
2020
Q4 		$1.1M Sell
4,097
-226
-5% -$54.7K 0.53% 61
2020
Q3 		$929K Sell
4,323
-764
-15% -$161K 0.52% 65
2020
Q2 		$1.01M Sell
5,087
-35
-0.7% -$6.32K 0.6% 58
2020
Q1 		$770K Sell
5,122
-563
-10% -$104K 0.55% 64
2019
Q4 		$1.13M Buy
5,685
+324
+6% +$61.5K 0.65% 55
2019
Q3 		$976K Sell
5,361
-448
-8% -$83.4K 0.61% 60
2019
Q2 		$1.08M Sell
5,809
-74
-1% -$13.5K 0.64% 59
2019
Q1 		$1.06M Sell
5,883
-1,497
-20% -$257K 0.65% 58
2018
Q4 		$1.11M Buy
7,380
+402
+6% +$66.3K 0.78% 51
2018
Q3 		$1.31M Buy
6,978
+161
+2% +$29.6K 0.82% 52
2018
Q2 		$1.2M Buy
6,817
+372
+6% +$63.8K 0.79% 53
2018
Q1 		$1.06M Buy
6,445
+334
+5% +$55.1K 0.7% 56
2017
Q4 		$983K Buy
6,111
+88
+1% +$13.8K 0.64% 58
2017
Q3 		$919K Buy
6,023
+99
+2% +$14.6K 0.62% 59
2017
Q2 		$863K Buy
5,924
+95
+2% +$13.6K 0.58% 61
2017
Q1 		$820K Buy
5,829
+1,607
+38% +$223K 0.57% 62
2016
Q4 		$562K Buy
+4,222
New +$552K 0.42% 70

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

First United Bank & Trust increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.18% in Q2 2026, buying an estimated $2.38K and bringing the position to 3,952 shares worth $1.45M. The position accounts for 0.42% of the portfolio, ranked #57.

First United Bank & Trust first reported a position in VBK in Q4 2016 and has held it in 39 quarters since. 645 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • First United Bank & Trust held 3,952 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.45M as of Q2 2026.
  • First United Bank & Trust bought 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.38K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.42% of First United Bank & Trust's portfolio in Q2 2026, its #57 holding.
  • First United Bank & Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • 645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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