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

Passumpsic Savings 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
2025
Q4 		$972K Buy
+3,217
New +$971K 0.53% 48
2024
Q4 		$749K Buy
2,676
+88
+3% +$24.9K 0.47% 53
2024
Q3 		$692K Buy
2,588
+196
+8% +$50.2K 0.45% 55
2024
Q2 		$598K Buy
2,392
+794
+50% +$198K 0.43% 52
2024
Q1 		$417K Buy
+1,598
New +$393K 0.27% 74

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Passumpsic Savings Bank's VBK Position: Q4 2025 in Review

Passumpsic Savings Bank opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025: 3,217 shares worth $972K. The stake represents 0.53% of the portfolio and ranks #48 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in VBK as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in VBK in Q1 2024 and has held it in 5 quarters since. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Passumpsic Savings Bank held 3,217 shares of Vanguard Morningstar Small-Cap Growth ETF worth $972K as of Q4 2025.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Passumpsic Savings Bank position in Q4 2025.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.53% of Passumpsic Savings Bank's portfolio in Q4 2025, its #48 holding.
  • Passumpsic Savings Bank first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Passumpsic Savings Bank's 13F filing for Q4 2025, filed 5 Feb 2026.