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Rockland Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Rockland 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 		$877K Buy
2,893
+12
+0.4% +$3.44K 0.03% 165
2026
Q1 		$755K Buy
2,881
+6
+0.2% +$1.62K 0.03% 180
2025
Q4 		$742K Buy
2,875
+404
+16% +$104K 0.03% 180
2025
Q3 		$628K Buy
+2,471
New +$613K 0.03% 202
2020
Q1 		– Sell
-1,476
Closed -$244K – 270
2019
Q4 		$244K Sell
1,476
-3,980
-73% -$634K 0.02% 245
2019
Q3 		$821K Buy
5,456
+881
+19% +$137K 0.07% 151
2019
Q2 		$717K Buy
+4,575
New +$707K 0.07% 150

Other funds holding VB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 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
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return

Rockland Trust's VB Position: Q2 2026 in Review

Rockland Trust increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.42% in Q2 2026, buying an estimated $3.44K and bringing the position to 2,893 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #165.

Rockland Trust first reported a position in VB in Q2 2019 and has held it in 7 quarters since. 1,394 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Rockland Trust held 2,893 shares of Vanguard Morningstar Small-Cap ETF worth $877K as of Q2 2026.
  • Rockland Trust bought 12 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $3.44K.
  • Vanguard Morningstar Small-Cap ETF made up 0.03% of Rockland Trust's portfolio in Q2 2026, its #165 holding.
  • Rockland Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2019 and has held it in 7 quarters since.
  • 1,394 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.