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Washington Trust Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Washington Trust Advisors’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 		$3.46M Sell
11,424
-20
-0.2% -$5.73K 0.26% 66
2026
Q1 		$3M Buy
11,444
+778
+7% +$211K 0.24% 64
2025
Q4 		$2.75M Buy
10,666
+82
+0.8% +$21K 0.21% 67
2025
Q3 		$2.69M Buy
10,584
+95
+0.9% +$23.6K 0.2% 70
2025
Q2 		$2.49M Sell
10,489
-117
-1% -$26.1K 0.2% 69
2025
Q1 		$2.35M Buy
10,606
+229
+2% +$54.7K 0.21% 69
2024
Q4 		$2.49M Buy
10,377
+568
+6% +$140K 0.21% 68
2024
Q3 		$2.33M Buy
9,809
+534
+6% +$121K 0.2% 69
2024
Q2 		$2.02M Buy
9,275
+131
+1% +$28.8K 0.19% 69
2024
Q1 		$2.09M Sell
9,144
-920
-9% -$198K 0.19% 68
2023
Q4 		$2.15M Sell
10,064
-120
-1% -$23.1K 0.21% 66
2023
Q3 		$1.93M Sell
10,184
-215
-2% -$42.8K 0.2% 70
2023
Q2 		$2.07M Sell
10,399
-113
-1% -$21.4K 0.2% 70
2023
Q1 		$1.99M Sell
10,512
-513
-5% -$99.5K 0.2% 69
2022
Q4 		$2.02M Sell
11,025
-39,238
-78% -$7.27M 0.22% 72
2022
Q3 		$8.59M Sell
50,263
-800
-2% -$151K 0.8% 38
2022
Q2 		$8.99M Buy
51,063
+3,748
+8% +$724K 0.79% 40
2022
Q1 		$10.1M Buy
47,315
+2,893
+7% +$609K 0.71% 43
2021
Q4 		$10M Buy
+44,422
New +$10.1M 0.68% 42

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Washington Trust Advisors's VB Position: Q2 2026 in Review

Washington Trust Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.17% in Q2 2026, selling an estimated $5.73K and leaving 11,424 shares worth $3.46M. The position accounts for 0.26% of the portfolio, ranked #66.

Washington Trust Advisors first reported a position in VB in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.1M in Q1 2022. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Washington Trust Advisors held 11,424 shares of Vanguard Morningstar Small-Cap ETF worth $3.46M as of Q2 2026.
  • Washington Trust Advisors sold 20 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.73K.
  • Vanguard Morningstar Small-Cap ETF made up 0.26% of Washington Trust Advisors's portfolio in Q2 2026, its #66 holding.
  • Washington Trust Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $10.1M in Q1 2022.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.