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Fulton Bank’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Fulton Bank’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Buy
7,104
+209
+3% +$48.6K 0.05% 241
2026
Q1 		$1.5M Hold
6,895
– – 0.05% 242
2025
Q4 		$1.46M Hold
6,895
– – 0.05% 241
2025
Q3 		$1.44M Hold
6,895
– – 0.05% 236
2025
Q2 		$1.34M Buy
6,895
+121
+2% +$22.4K 0.05% 239
2025
Q1 		$1.26M Hold
6,774
– – 0.05% 236
2024
Q4 		$1.34M Hold
6,774
– – 0.05% 237
2024
Q3 		$1.36M Hold
6,774
– – 0.05% 235
2024
Q2 		$1.24M Buy
6,774
+950
+16% +$175K 0.05% 242
2024
Q1 		$1.12M Sell
5,824
-546
-9% -$98.5K 0.05% 259
2023
Q4 		$1.15M Hold
6,370
– – 0.05% 243
2023
Q3 		$1.02M Hold
6,370
– – 0.05% 237
2023
Q2 		$1.05M Hold
6,370
– – 0.05% 237
2023
Q1 		$1.01M Buy
6,370
+4,133
+185% +$684K 0.05% 237
2022
Q4 		$355K Buy
+2,237
New +$356K 0.02% 370

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fulton Bank's VBR Position: Q2 2026 in Review

Fulton Bank increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3% in Q2 2026, buying an estimated $48.6K and bringing the position to 7,104 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #241.

Fulton Bank first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Fulton Bank held 7,104 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.73M as of Q2 2026.
  • Fulton Bank bought 209 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $48.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Fulton Bank's portfolio in Q2 2026, its #241 holding.
  • Fulton Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Fulton Bank's 13F filing for Q2 2026, filed 9 Jul 2026.