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Umpqua Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Umpqua Bank’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
2025
Q3 		– Sell
-1,343
Closed -$325K – 167
2025
Q2 		$325K Buy
+1,343
New +$300K 0.1% 136

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UBS Group
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Northwestern Mutual Wealth Management
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Umpqua Bank's VB Position: Q3 2025 in Review

Umpqua Bank sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025, closing a stake of 1,343 shares — an estimated $325K sold.

Umpqua Bank first reported a position in VB in Q2 2025 and held it in 1 quarter. The position peaked at $325K in Q2 2025. 2,200 funds tracked by Wall St. Rank hold VB as of Q3 2025.

  • Umpqua Bank reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Umpqua Bank sold 1,343 Vanguard Morningstar Small-Cap ETF shares in Q3 2025, an estimated $325K.
  • Umpqua Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and held it in 1 quarter.
  • Umpqua Bank's Vanguard Morningstar Small-Cap ETF position peaked at $325K in Q2 2025.
  • 2,200 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Umpqua Bank's 13F filing for Q3 2025, filed 6 Nov 2025.