NBT Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

NBT 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
2026 Q2	$550K	Sell	1,816 -155	-8%	-$44.4K	0.04%	256
2026 Q1	$516K	Buy	1,971 +34	+2%	+$9.2K	0.03%	269
2025 Q4	$546K	Buy	1,937 +112	+6%	+$28.7K	0.04%	262
2025 Q3	$506K	Sell	1,825 -377	-17%	-$93.5K	0.03%	269
2025 Q2	$522K	Sell	2,202 -4	-0.2%	-$892	0.04%	268
2025 Q1	$489K	Sell	2,206 -73	-3%	-$17.4K	0.04%	270
2024 Q4	$548K	Sell	2,279 -771	-25%	-$190K	0.04%	263
2024 Q3	$723K	Sell	3,050 -131	-4%	-$29.8K	0.05%	242
2024 Q2	$694K	Sell	3,181 -132	-4%	-$29K	0.05%	244
2024 Q1	$757K	Sell	3,313 -1,552	-32%	-$334K	0.06%	228
2023 Q4	$1.04M	Buy	+4,865	New	+$937K	0.08%	198
2021 Q3	–	Sell	-893	Closed	-$201K	–	245
2021 Q2	$201K	Buy	+893	New	+$198K	0.03%	240

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NBT Bank's VB Position: Q2 2026 in Review

NBT Bank reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.9% in Q2 2026, selling an estimated $44.4K and leaving 1,816 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #256.

NBT Bank first reported a position in VB in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.04M in Q4 2023. 2,481 funds tracked by Wall St. Rank hold VB as of Q2 2026.

NBT Bank held 1,816 shares of Vanguard Morningstar Small-Cap ETF worth $550K as of Q2 2026.
NBT Bank sold 155 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $44.4K.
Vanguard Morningstar Small-Cap ETF made up 0.04% of NBT Bank's portfolio in Q2 2026, its #256 holding.
NBT Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2021 and has held it in 12 quarters since.
NBT Bank's Vanguard Morningstar Small-Cap ETF position peaked at $1.04M in Q4 2023.
2,481 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.