Ledyard National Bank’s Vanguard Small-Cap ETF VB Stock Holding History

Ledyard National 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
2025 Q2	–	Sell	-1,503	Closed	-$333K	–	219
2025 Q1	$333K	Buy	+1,503	New	+$359K	0.03%	169
2019 Q1	–	Sell	-695	Closed	-$92K	–	618
2018 Q4	$92K	Sell	695 -210	-23%	-$30.6K	0.01%	346
2018 Q3	$147K	Buy	905 +5	+0.6%	+$809	0.02%	311
2018 Q2	$140K	Buy	900 +40	+5%	+$6.12K	0.02%	328
2018 Q1	$126K	Sell	860 -1,500	-64%	-$224K	0.02%	342
2017 Q4	$349K	Buy	2,360 +300	+15%	+$43.4K	0.04%	245
2017 Q3	$291K	Hold	2,060	–	–	0.04%	251
2017 Q2	$279K	Buy	2,060 +450	+28%	+$60.3K	0.04%	237
2017 Q1	$215K	Buy	1,610 +1,000	+164%	+$132K	0.03%	250
2016 Q4	$79K	Hold	610	–	–	0.01%	276
2016 Q3	$75K	Hold	610	–	–	0.01%	276
2016 Q2	$71K	Hold	610	–	–	0.01%	271
2016 Q1	$68K	Sell	610 -595	-49%	-$61.6K	0.01%	295
2015 Q4	$133K	Buy	+1,205	New	+$137K	0.02%	222
2013 Q4	–	Sell	-1,030	Closed	-$106K	–	722
2013 Q3	$106K	Buy	+1,030	New	+$103K	0.02%	181

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Ledyard National Bank's VB Position: Q2 2025 in Review

Ledyard National Bank sold out of Vanguard Small-Cap ETF (VB) in Q2 2025, closing a stake of 1,503 shares — an estimated $333K sold.

Ledyard National Bank first reported a position in VB in Q3 2013 and held it in 15 quarters. The position peaked at $349K in Q4 2017. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

Ledyard National Bank reported no remaining Vanguard Small-Cap ETF position as of Q2 2025 after selling out during the quarter.
Ledyard National Bank sold 1,503 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $333K.
Ledyard National Bank first reported a position in Vanguard Small-Cap ETF in Q3 2013 and held it in 15 quarters.
Ledyard National Bank's Vanguard Small-Cap ETF position peaked at $349K in Q4 2017.
2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Ledyard National Bank's 13F filing for Q2 2025, filed 4 Aug 2025.