Nixon Peabody Trust’s Vanguard Small-Cap ETF VB Stock Holding History

Nixon Peabody Trust’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	$226K	Buy	+745	New	+$214K	0.02%	171
2025 Q4	–	Sell	-1,427	Closed	-$363K	–	165
2025 Q3	$363K	Sell	1,427 -96	-6%	-$23.8K	0.03%	127
2025 Q2	$361K	Buy	1,523 +196	+15%	+$43.7K	0.03%	122
2025 Q1	$294K	Hold	1,327	–	–	0.03%	134
2024 Q4	$319K	Buy	+1,327	New	+$327K	0.03%	119
2024 Q2	–	Sell	-1,015	Closed	-$232K	–	137
2024 Q1	$232K	Sell	1,015 -192	-16%	-$41.3K	0.02%	118
2023 Q4	$257K	Buy	+1,207	New	+$233K	0.03%	114

Other funds holding VB

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

Nixon Peabody Trust's VB Position: Q2 2026 in Review

Nixon Peabody Trust opened a new position in Vanguard Small-Cap ETF (VB) in Q2 2026: 745 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #171 among its holdings. This is a return to the name: Nixon Peabody Trust previously reported a position in VB as recently as Q3 2025.

Nixon Peabody Trust first reported a position in VB in Q4 2023 and has held it in 7 quarters since. The position peaked at $363K in Q3 2025. 1,140 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Nixon Peabody Trust held 745 shares of Vanguard Small-Cap ETF worth $226K as of Q2 2026.
Vanguard Small-Cap ETF was a new Nixon Peabody Trust position in Q2 2026.
Vanguard Small-Cap ETF made up 0.02% of Nixon Peabody Trust's portfolio in Q2 2026, its #171 holding.
Nixon Peabody Trust first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 7 quarters since.
Nixon Peabody Trust's Vanguard Small-Cap ETF position peaked at $363K in Q3 2025.
1,140 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.