Trustco Bank (New York)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Trustco Bank (New York)’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	$241K	Hold	796	–	–	0.18%	71
2026 Q1	$208K	Hold	796	–	–	0.19%	70
2025 Q4	$205K	Hold	796	–	–	0.19%	69
2025 Q3	$202K	Buy	+796	New	+$197K	0.18%	71

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

Trustco Bank (New York)'s VB Position: Q2 2026 in Review

Trustco Bank (New York) held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 796 shares worth $241K. The position accounts for 0.18% of the portfolio, ranked #71.

Trustco Bank (New York) first reported a position in VB in Q3 2025 and has held it in 4 quarters since. 2,484 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Trustco Bank (New York) held 796 shares of Vanguard Morningstar Small-Cap ETF worth $241K as of Q2 2026.
Trustco Bank (New York) left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.18% of Trustco Bank (New York)'s portfolio in Q2 2026, its #71 holding.
Trustco Bank (New York) first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2025 and has held it in 4 quarters since.
2,484 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Trustco Bank (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.