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Tower Trust & Investment Company’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Tower Trust & Investment 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 		$509K Sell
1,680
-32
-2% -$9.17K 0.31% 68
2026
Q1 		$448K Buy
1,712
+93
+6% +$25.2K 0.29% 76
2025
Q4 		$418K Buy
1,619
+154
+11% +$39.5K 0.26% 77
2025
Q3 		$373K Buy
1,465
+17
+1% +$4.22K 0.25% 78
2025
Q2 		$343K Buy
1,448
+109
+8% +$24.3K 0.24% 78
2025
Q1 		$289K Buy
+1,339
New +$320K 0.23% 78

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S
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BPWM
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CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
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Truist Financial
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KAS
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Tower Trust & Investment Company's VB Position: Q2 2026 in Review

Tower Trust & Investment Company reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.9% in Q2 2026, selling an estimated $9.17K and leaving 1,680 shares worth $509K. The position accounts for 0.31% of the portfolio, ranked #68.

Tower Trust & Investment Company first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Tower Trust & Investment Company held 1,680 shares of Vanguard Morningstar Small-Cap ETF worth $509K as of Q2 2026.
  • Tower Trust & Investment Company sold 32 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $9.17K.
  • Vanguard Morningstar Small-Cap ETF made up 0.31% of Tower Trust & Investment Company's portfolio in Q2 2026, its #68 holding.
  • Tower Trust & Investment Company first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Tower Trust & Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.