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

Old Point Trust & Financial Services N A’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.92M	Buy	32,582 +2,088	+7%	+$486K	2.4%	9
2026 Q1	$6.62M	Buy	30,494 +2,387	+8%	+$534K	2.13%	15
2025 Q4	$5.95M	Buy	28,107 +4,006	+17%	+$839K	1.86%	18
2025 Q3	$5.03M	Buy	24,101 +7,449	+45%	+$1.52M	1.63%	23
2025 Q2	$3.25M	Buy	16,652 +2,056	+14%	+$381K	1.13%	28
2025 Q1	$2.72M	Buy	14,596 +159	+1%	+$31.4K	0.95%	27
2024 Q4	$2.86M	Buy	+14,437	New	+$2.96M	1%	29

Other funds holding VBR

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

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

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

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

Old Point Trust & Financial Services N A increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 6.8% in Q2 2026, buying an estimated $486K and bringing the position to 32,582 shares worth $7.92M. The position accounts for 2.4% of the portfolio, ranked #9.

Old Point Trust & Financial Services N A first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Old Point Trust & Financial Services N A held 32,582 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.92M as of Q2 2026.
Old Point Trust & Financial Services N A bought 2,088 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $486K.
Vanguard Morningstar Small-Cap Value ETF made up 2.4% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #9 holding.
Old Point Trust & Financial Services N A first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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