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

Washington Trust Advisors’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 		$624K Buy
2,567
+545
+27% +$127K 0.05% 147
2026
Q1 		$439K Buy
2,022
+3
+0.1% +$671 0.04% 162
2025
Q4 		$428K Buy
2,019
+6
+0.3% +$1.26K 0.03% 157
2025
Q3 		$420K Buy
2,013
+187
+10% +$38.2K 0.03% 160
2025
Q2 		$356K Hold
1,826
– – 0.03% 155
2025
Q1 		$340K Sell
1,826
-137
-7% -$27.1K 0.03% 153
2024
Q4 		$389K Buy
1,963
+278
+16% +$57.1K 0.03% 142
2024
Q3 		$338K Sell
1,685
-541
-24% -$104K 0.03% 157
2024
Q2 		$406K Sell
2,226
-303
-12% -$56K 0.04% 135
2024
Q1 		$485K Hold
2,529
– – 0.04% 124
2023
Q4 		$455K Sell
2,529
-586
-19% -$95.7K 0.04% 130
2023
Q3 		$497K Sell
3,115
-124
-4% -$20.7K 0.05% 122
2023
Q2 		$536K Hold
3,239
– – 0.05% 119
2023
Q1 		$514K Sell
3,239
-74
-2% -$12.3K 0.05% 120
2022
Q4 		$526K Sell
3,313
-7,117
-68% -$1.13M 0.06% 120
2022
Q3 		$1.5M Buy
10,430
+696
+7% +$111K 0.14% 88
2022
Q2 		$1.46M Buy
9,734
+85
+0.9% +$13.9K 0.13% 92
2022
Q1 		$1.7M Sell
9,649
-1,107
-10% -$192K 0.12% 92
2021
Q4 		$1.92M Buy
+10,756
New +$1.91M 0.13% 91

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

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

Washington Trust Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 27% in Q2 2026, buying an estimated $127K and bringing the position to 2,567 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #147.

Washington Trust Advisors first reported a position in VBR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.92M in Q4 2021. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Washington Trust Advisors held 2,567 shares of Vanguard Morningstar Small-Cap Value ETF worth $624K as of Q2 2026.
  • Washington Trust Advisors bought 545 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $127K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.05% of Washington Trust Advisors's portfolio in Q2 2026, its #147 holding.
  • Washington Trust Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and has held it in 19 quarters since.
  • Washington Trust Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.92M in Q4 2021.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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