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

Washington Trust Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.36M Hold
3,724
– – 0.1% 102
2026
Q1 		$1.13M Hold
3,724
– – 0.09% 107
2025
Q4 		$1.12M Sell
3,724
-54
-1% -$16.3K 0.09% 110
2025
Q3 		$1.12M Buy
3,778
+12
+0.3% +$3.46K 0.09% 112
2025
Q2 		$1.04M Sell
3,766
-19
-0.5% -$4.89K 0.08% 100
2025
Q1 		$953K Buy
3,785
+123
+3% +$34.1K 0.08% 100
2024
Q4 		$1.03M Buy
3,662
+174
+5% +$49.2K 0.09% 102
2024
Q3 		$933K Hold
3,488
– – 0.08% 100
2024
Q2 		$872K Sell
3,488
-97
-3% -$24.2K 0.08% 101
2024
Q1 		$935K Hold
3,585
– – 0.09% 97
2023
Q4 		$867K Sell
3,585
-1,152
-24% -$250K 0.08% 105
2023
Q3 		$1.01M Sell
4,737
-63
-1% -$14.3K 0.1% 86
2023
Q2 		$1.1M Sell
4,800
-11
-0.2% -$2.39K 0.11% 87
2023
Q1 		$1.04M Sell
4,811
-72
-1% -$15.6K 0.11% 89
2022
Q4 		$979K Sell
4,883
-1,141
-19% -$233K 0.11% 99
2022
Q3 		$1.18M Sell
6,024
-500
-8% -$107K 0.11% 97
2022
Q2 		$1.28M Buy
6,524
+4,895
+300% +$1.06M 0.11% 98
2022
Q1 		$404K Hold
1,629
– – 0.03% 167
2021
Q4 		$459K Buy
+1,629
New +$467K 0.03% 166

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Washington Trust Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 3,724 shares worth $1.36M. The position accounts for 0.1% of the portfolio, ranked #102.

Washington Trust Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Washington Trust Advisors held 3,724 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.36M as of Q2 2026.
  • Washington Trust Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Washington Trust Advisors's portfolio in Q2 2026, its #102 holding.
  • Washington Trust Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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