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

Ledyard National 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 		$231K Hold
950
– – 0.02% 239
2026
Q1 		$206K Sell
950
-34
-3% -$7.6K 0.02% 232
2025
Q4 		$208K Buy
+984
New +$206K 0.02% 236

Other funds holding VBR

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AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Ledyard National Bank's VBR Position: Q2 2026 in Review

Ledyard National Bank held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 950 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #239.

Ledyard National Bank first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 937 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Ledyard National Bank held 950 shares of Vanguard Morningstar Small-Cap Value ETF worth $231K as of Q2 2026.
  • Ledyard National Bank left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of Ledyard National Bank's portfolio in Q2 2026, its #239 holding.
  • Ledyard National Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 937 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Ledyard National Bank's 13F filing for Q2 2026, filed 16 Jul 2026.