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

NBT Bank’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$50.8K	Sell	139 -248	-64%	-$84.5K	﹤0.01%	513
2026 Q1	$117K	Buy	387 +40	+12%	+$12.6K	0.01%	412
2025 Q4	$83.7K	Buy	347 +4	+1%	+$1.21K	0.01%	451
2025 Q3	$83.6K	Buy	343 +62	+22%	+$17.9K	0.01%	447
2025 Q2	$77.8K	Hold	281	–	–	0.01%	455
2025 Q1	$70.7K	Hold	281	–	–	0.01%	462
2024 Q4	$78.7K	Buy	281 +48	+21%	+$13.6K	0.01%	459
2024 Q3	$62.3K	Hold	233	–	–	﹤0.01%	499
2024 Q2	$58.3K	Buy	233 +219	+1,564%	+$54.6K	﹤0.01%	397
2024 Q1	$3.65K	Hold	14	–	–	﹤0.01%	522
2023 Q4	$3.38K	Buy	+14	New	+$3.04K	﹤0.01%	518

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

NBT Bank's VBK Position: Q2 2026 in Review

NBT Bank reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 64% in Q2 2026, selling an estimated $84.5K and leaving 139 shares worth $50.8K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

NBT Bank first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $117K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

NBT Bank held 139 shares of Vanguard Morningstar Small-Cap Growth ETF worth $50.8K as of Q2 2026.
NBT Bank sold 248 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $84.5K.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #513 holding.
NBT Bank first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's Vanguard Morningstar Small-Cap Growth ETF position peaked at $117K in Q1 2026.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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