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HM Payson & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

HM Payson & Co’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 		$514K Hold
1,697
– – 0.01% 305
2026
Q1 		$444K Sell
1,697
-68
-4% -$18.4K 0.01% 311
2025
Q4 		$455K Sell
1,765
-44
-2% -$11.3K 0.01% 304
2025
Q3 		$460K Buy
1,809
+28
+2% +$6.94K 0.01% 299
2025
Q2 		$422K Hold
1,781
– – 0.01% 301
2025
Q1 		$395K Buy
1,781
+74
+4% +$17.7K 0.01% 310
2024
Q4 		$410K Buy
1,707
+180
+12% +$44.3K 0.01% 302
2024
Q3 		$362K Hold
1,527
– – 0.01% 329
2024
Q2 		$333K Buy
1,527
+91
+6% +$20K 0.01% 328
2024
Q1 		$328K Buy
1,436
+45
+3% +$9.68K 0.01% 332
2023
Q4 		$297K Sell
1,391
-18
-1% -$3.47K 0.01% 331
2023
Q3 		$266K Buy
1,409
+18
+1% +$3.59K 0.01% 338
2023
Q2 		$277K Buy
1,391
+852
+158% +$161K 0.01% 325
2023
Q1 		$102K Hold
539
– – ﹤0.01% 471
2022
Q4 		$98.9K Sell
539
-105
-16% -$19.5K ﹤0.01% 468
2022
Q3 		$110K Hold
644
– – ﹤0.01% 453
2022
Q2 		$113K Hold
644
– – ﹤0.01% 456
2022
Q1 		$137K Buy
644
+118
+22% +$24.8K ﹤0.01% 446
2021
Q4 		$119K Hold
526
– – ﹤0.01% 471
2021
Q3 		$115K Sell
526
-7
-1% -$1.56K ﹤0.01% 458
2021
Q2 		$120K Hold
533
– – ﹤0.01% 451
2021
Q1 		$114K Sell
533
-80
-13% -$16.9K ﹤0.01% 465
2020
Q4 		$119K Sell
613
-156
-20% -$27.5K ﹤0.01% 455
2020
Q3 		$118K Buy
769
+198
+35% +$30.4K ﹤0.01% 435
2020
Q2 		$83K Hold
571
– – ﹤0.01% 456
2020
Q1 		$66K Sell
571
-27
-5% -$4.06K ﹤0.01% 461
2019
Q4 		$99K Hold
598
– – ﹤0.01% 471
2019
Q3 		$92K Sell
598
-27
-4% -$4.19K ﹤0.01% 489
2019
Q2 		$98K Buy
+625
New +$96.6K ﹤0.01% 492

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

HM Payson & Co's VB Position: Q2 2026 in Review

HM Payson & Co held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 1,697 shares worth $514K. The position accounts for 0.01% of the portfolio, ranked #305.

HM Payson & Co first reported a position in VB in Q2 2019 and has held it in 29 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • HM Payson & Co held 1,697 shares of Vanguard Morningstar Small-Cap ETF worth $514K as of Q2 2026.
  • HM Payson & Co left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.01% of HM Payson & Co's portfolio in Q2 2026, its #305 holding.
  • HM Payson & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 29 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.