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Old Point Trust & Financial Services N A’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Old Point Trust & Financial Services N A’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 		$63.7K Buy
+210
New +$60.2K 0.02% 172

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Old Point Trust & Financial Services N A's VB Position: Q2 2026 in Review

Old Point Trust & Financial Services N A opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026: 210 shares worth $63.7K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings.

2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Old Point Trust & Financial Services N A held 210 shares of Vanguard Morningstar Small-Cap ETF worth $63.7K as of Q2 2026.
  • Vanguard Morningstar Small-Cap ETF was a new Old Point Trust & Financial Services N A position in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #172 holding.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.