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

Union Savings 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
2026
Q2 		$9.7K Hold
32
– – ﹤0.01% 266
2026
Q1 		$8.38K Hold
32
– – ﹤0.01% 266
2025
Q4 		$8.25K Buy
+32
New +$8.2K ﹤0.01% 269
2025
Q2 		$38.2K Hold
158
– – 0.02% 223
2025
Q1 		$35K Hold
158
– – 0.02% 233
2024
Q4 		$38K Hold
158
– – 0.02% 228
2024
Q3 		$37.5K Hold
158
– – 0.02% 232
2024
Q2 		$34.5K Hold
158
– – 0.02% 235
2024
Q1 		$36.1K Hold
158
– – 0.02% 232
2023
Q4 		$33.7K Hold
158
– – 0.02% 234
2023
Q3 		$29.9K Hold
158
– – 0.02% 237
2023
Q2 		$33K Buy
+158
New +$29.9K 0.02% 228

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Union Savings Bank's VB Position: Q2 2026 in Review

Union Savings Bank held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 32 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Union Savings Bank first reported a position in VB in Q2 2023 and has held it in 12 quarters since. The position peaked at $38.2K in Q2 2025. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Union Savings Bank held 32 shares of Vanguard Morningstar Small-Cap ETF worth $9.7K as of Q2 2026.
  • Union Savings Bank left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Union Savings Bank's portfolio in Q2 2026, its #266 holding.
  • Union Savings Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Union Savings Bank's Vanguard Morningstar Small-Cap ETF position peaked at $38.2K in Q2 2025.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Union Savings Bank's 13F filing for Q2 2026, filed 23 Jul 2026.