Moody National Bank Trust Division’s Vanguard Small-Cap ETF VB Stock Holding History

Moody National Bank Trust Division’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 Q1	–	Sell	-1,036	Closed	-$267K	–	538
2025 Q4	$267K	Hold	1,036	–	–	0.03%	427
2025 Q3	$263K	Hold	1,036	–	–	0.02%	439
2025 Q2	$246K	Sell	1,036 -150	-13%	-$33.5K	0.02%	438
2025 Q1	$263K	Hold	1,186	–	–	0.03%	426
2024 Q4	$285K	Hold	1,186	–	–	0.03%	406
2024 Q3	$281K	Hold	1,186	–	–	0.03%	401
2024 Q2	$259K	Hold	1,186	–	–	0.02%	401
2024 Q1	$271K	Hold	1,186	–	–	0.02%	404
2023 Q4	$253K	Hold	1,186	–	–	0.02%	429
2023 Q3	$224K	Hold	1,186	–	–	0.01%	553
2023 Q2	$236K	Hold	1,186	–	–	0.02%	566
2023 Q1	$225K	Hold	1,186	–	–	0.02%	569
2022 Q4	$218K	Buy	+1,186	New	+$220K	0.02%	560

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

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

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

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

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

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

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

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

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

Moody National Bank Trust Division's VB Position: Q1 2026 in Review

Moody National Bank Trust Division sold out of Vanguard Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,036 shares — an estimated $267K sold.

Moody National Bank Trust Division first reported a position in VB in Q4 2022 and held it in 13 quarters. The position peaked at $285K in Q4 2024. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Moody National Bank Trust Division reported no remaining Vanguard Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 1,036 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $267K.
Moody National Bank Trust Division first reported a position in Vanguard Small-Cap ETF in Q4 2022 and held it in 13 quarters.
Moody National Bank Trust Division's Vanguard Small-Cap ETF position peaked at $285K in Q4 2024.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Moody National Bank Trust Division's 13F filing for Q1 2026, filed 9 Apr 2026.