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

Union Savings Bank’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.2K Hold
75
– – 0.01% 244
2026
Q1 		$16.3K Hold
75
– – 0.01% 245
2025
Q4 		$15.9K Buy
+75
New +$15.7K 0.01% 248
2025
Q2 		$14.9K Hold
75
– – 0.01% 257
2025
Q1 		$14K Hold
75
– – 0.01% 263
2024
Q4 		$14.9K Hold
75
– – 0.01% 262
2024
Q3 		$15.1K Hold
75
– – 0.01% 268
2024
Q2 		$13.7K Hold
75
– – 0.01% 266
2024
Q1 		$14.4K Hold
75
– – 0.01% 274
2023
Q4 		$13.5K Hold
75
– – 0.01% 272
2023
Q3 		$12K Hold
75
– – 0.01% 271
2023
Q2 		$13.1K Buy
+75
New +$11.8K 0.01% 259

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Union Savings Bank held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 75 shares worth $18.2K. The position accounts for 0.01% of the portfolio, ranked #244.

Union Savings Bank first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Union Savings Bank held 75 shares of Vanguard Morningstar Small-Cap Value ETF worth $18.2K as of Q2 2026.
  • Union Savings Bank left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Union Savings Bank's portfolio in Q2 2026, its #244 holding.
  • Union Savings Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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