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

United Community 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	$290K	Hold	958	–	–	0.09%	168
2026 Q1	$251K	Buy	958 +34	+4%	+$9.2K	0.08%	182
2025 Q4	$238K	Buy	924 +784	+560%	+$201K	0.09%	156
2025 Q3	$35.6K	Buy	+140	New	+$34.7K	0.01%	361
2022 Q4	–	Sell	-2,638	Closed	-$451K	–	270
2022 Q3	$451K	Buy	2,638 +320	+14%	+$60.4K	0.47%	45
2022 Q2	$408K	Buy	+2,318	New	+$448K	0.44%	48

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

United Community Bank's VB Position: Q2 2026 in Review

United Community Bank held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 958 shares worth $290K. The position accounts for 0.09% of the portfolio, ranked #168.

United Community Bank first reported a position in VB in Q2 2022 and has held it in 6 quarters since. The position peaked at $451K in Q3 2022. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

United Community Bank held 958 shares of Vanguard Morningstar Small-Cap ETF worth $290K as of Q2 2026.
United Community Bank left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.09% of United Community Bank's portfolio in Q2 2026, its #168 holding.
United Community Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 6 quarters since.
United Community Bank's Vanguard Morningstar Small-Cap ETF position peaked at $451K in Q3 2022.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.