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Southern Michigan Bank & Trust’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Southern Michigan Bank & 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 		$243K Hold
802
– – 0.09% 76
2026
Q1 		$210K Buy
+802
New +$217K 0.08% 78

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UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Southern Michigan Bank & Trust's VB Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 802 shares worth $243K. The position accounts for 0.09% of the portfolio, ranked #76.

Southern Michigan Bank & Trust first reported a position in VB in Q1 2026 and has held it in 2 quarters since. 2,397 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Southern Michigan Bank & Trust held 802 shares of Vanguard Morningstar Small-Cap ETF worth $243K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #76 holding.
  • Southern Michigan Bank & Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 2,397 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.