Sanibel Captiva Trust Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Sanibel Captiva Trust Company’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	$9.84M	Buy	32,477 +883	+3%	+$253K	0.25%	94
2026 Q1	$8.28M	Buy	31,594 +526	+2%	+$142K	0.23%	102
2025 Q4	$8.01M	Sell	31,068 -2,253	-7%	-$577K	0.22%	99
2025 Q3	$8.47M	Sell	33,321 -1,045	-3%	-$259K	0.24%	93
2025 Q2	$8.14M	Sell	34,366 -4,815	-12%	-$1.07M	0.25%	92
2025 Q1	$8.69M	Buy	39,181 +510	+1%	+$122K	0.28%	88
2024 Q4	$9.29M	Buy	38,671 +1,523	+4%	+$375K	0.3%	84
2024 Q3	$8.81M	Sell	37,148 -567	-2%	-$129K	0.28%	86
2024 Q2	$8.22M	Sell	37,715 -748	-2%	-$164K	0.28%	84
2024 Q1	$8.79M	Buy	38,463 +845	+2%	+$182K	0.3%	83
2023 Q4	$8.03M	Buy	+37,618	New	+$7.25M	0.3%	82

Other funds holding VB

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sanibel Captiva Trust Company's VB Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.8% in Q2 2026, buying an estimated $253K and bringing the position to 32,477 shares worth $9.84M. The position accounts for 0.25% of the portfolio, ranked #94.

Sanibel Captiva Trust Company first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Sanibel Captiva Trust Company held 32,477 shares of Vanguard Morningstar Small-Cap ETF worth $9.84M as of Q2 2026.
Sanibel Captiva Trust Company bought 883 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $253K.
Vanguard Morningstar Small-Cap ETF made up 0.25% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #94 holding.
Sanibel Captiva Trust Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.