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Passumpsic Savings Bank’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Passumpsic Savings Bank’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
2025
Q4 		$653K Buy
+3,083
New +$646K 0.36% 59
2024
Q4 		$536K Buy
2,703
+114
+4% +$23.4K 0.33% 63
2024
Q3 		$520K Buy
2,589
+267
+11% +$51.3K 0.34% 62
2024
Q2 		$424K Buy
2,322
+333
+17% +$61.5K 0.3% 64
2024
Q1 		$382K Buy
+1,989
New +$359K 0.24% 80

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Passumpsic Savings Bank opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025: 3,083 shares worth $653K. The stake represents 0.36% of the portfolio and ranks #59 among its holdings. This is a return to the name: Passumpsic Savings Bank previously reported a position in VBR as recently as Q4 2024.

Passumpsic Savings Bank first reported a position in VBR in Q1 2024 and has held it in 5 quarters since. 1,659 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Passumpsic Savings Bank held 3,083 shares of Vanguard Morningstar Small-Cap Value ETF worth $653K as of Q4 2025.
  • Vanguard Morningstar Small-Cap Value ETF was a new Passumpsic Savings Bank position in Q4 2025.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.36% of Passumpsic Savings Bank's portfolio in Q4 2025, its #59 holding.
  • Passumpsic Savings Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,659 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

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