Trust Company of Toledo’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Trust Company of Toledo’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 Q3	$1.21M	Sell	4,240 -22	-0.5%	-$6.55K	0.1%	168
2026 Q2	$1.29M	Buy	4,262 +419	+11%	+$120K	0.11%	161
2026 Q1	$1.01M	Buy	3,843 +366	+11%	+$99K	0.1%	172
2025 Q4	$897K	Buy	3,477 +210	+6%	+$53.8K	0.09%	174
2025 Q3	$831K	Buy	3,267 +790	+32%	+$196K	0.08%	179
2025 Q2	$587K	Buy	+2,477	New	+$553K	0.06%	202

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

Trust Company of Toledo's VB Position: Q3 2026 in Review

Trust Company of Toledo reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.52% in Q3 2026, selling an estimated $6.55K and leaving 4,240 shares worth $1.21M. The position accounts for 0.1% of the portfolio, ranked #168.

Trust Company of Toledo first reported a position in VB in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.29M in Q2 2026. 480 funds tracked by Wall St. Rank hold VB as of Q3 2026.

Trust Company of Toledo held 4,240 shares of Vanguard Morningstar Small-Cap ETF worth $1.21M as of Q3 2026.
Trust Company of Toledo sold 22 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $6.55K.
Vanguard Morningstar Small-Cap ETF made up 0.1% of Trust Company of Toledo's portfolio in Q3 2026, its #168 holding.
Trust Company of Toledo first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 6 quarters since.
Trust Company of Toledo's Vanguard Morningstar Small-Cap ETF position peaked at $1.29M in Q2 2026.
480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Trust Company of Toledo's 13F filing for Q3 2026, filed 16 Oct 2026.