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

First Western Trust 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	$252K	Hold	833	–	–	0.01%	187
2026 Q1	$218K	Buy	833 +49	+6%	+$13.3K	0.01%	198
2025 Q4	$202K	Buy	+784	New	+$201K	0.01%	193
2024 Q4	–	Sell	-958	Closed	-$227K	–	209
2024 Q3	$227K	Sell	958 -146	-13%	-$33.2K	0.01%	187
2024 Q2	$241K	Buy	1,104 +135	+14%	+$29.6K	0.01%	174
2024 Q1	$222K	Hold	969	–	–	0.01%	189
2023 Q4	$207K	Buy	+969	New	+$187K	0.01%	193
2023 Q3	–	Sell	-1,460	Closed	-$290K	–	185
2023 Q2	$290K	Sell	1,460 -97	-6%	-$18.3K	0.01%	155
2023 Q1	$295K	Sell	1,557 -343	-18%	-$66.5K	0.02%	159
2022 Q4	$349K	Sell	1,900 -46	-2%	-$8.53K	0.02%	138
2022 Q3	$333K	Hold	1,946	–	–	0.02%	126
2022 Q2	$346K	Buy	1,946 +131	+7%	+$25.3K	0.02%	130
2022 Q1	$391K	Buy	+1,815	New	+$382K	0.02%	137

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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 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

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

First Western Trust Bank held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 833 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #187.

First Western Trust Bank first reported a position in VB in Q1 2022 and has held it in 13 quarters since. The position peaked at $391K in Q1 2022. 1,255 funds tracked by Wall St. Rank hold VB as of Q2 2026.

First Western Trust Bank held 833 shares of Vanguard Morningstar Small-Cap ETF worth $252K as of Q2 2026.
First Western Trust Bank left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.01% of First Western Trust Bank's portfolio in Q2 2026, its #187 holding.
First Western Trust Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2022 and has held it in 13 quarters since.
First Western Trust Bank's Vanguard Morningstar Small-Cap ETF position peaked at $391K in Q1 2022.
1,255 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on First Western Trust Bank's 13F filing for Q2 2026, filed 29 Jul 2026.