United Bank (Virginia)’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

United Bank (Virginia)’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	$243K	Hold	1,000	–	–	0.03%	120
2026 Q1	$217K	Hold	1,000	–	–	0.03%	118
2025 Q4	$212K	Hold	1,000	–	–	0.03%	122
2025 Q3	$209K	Buy	+1,000	New	+$204K	0.02%	123
2024 Q4	–	Sell	-1,000	Closed	-$201K	–	146
2024 Q3	$201K	Buy	+1,000	New	+$192K	0.02%	134
2024 Q2	–	Sell	-1,168	Closed	-$224K	–	151
2024 Q1	$224K	Buy	+1,168	New	+$211K	0.03%	135
2019 Q1	–	Sell	-3,040	Closed	-$347K	–	154
2018 Q4	$347K	Buy	+3,040	New	+$385K	0.07%	115
2018 Q1	–	Sell	-1,568	Closed	-$208K	–	141
2017 Q4	$208K	Buy	+1,568	New	+$204K	0.05%	136

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Bank (Virginia)'s VBR Position: Q2 2026 in Review

United Bank (Virginia) held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,000 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #120.

United Bank (Virginia) first reported a position in VBR in Q4 2017 and has held it in 8 quarters since. The position peaked at $347K in Q4 2018. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

United Bank (Virginia) held 1,000 shares of Vanguard Morningstar Small-Cap Value ETF worth $243K as of Q2 2026.
United Bank (Virginia) left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of United Bank (Virginia)'s portfolio in Q2 2026, its #120 holding.
United Bank (Virginia) first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2017 and has held it in 8 quarters since.
United Bank (Virginia)'s Vanguard Morningstar Small-Cap Value ETF position peaked at $347K in Q4 2018.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.