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

Washington Trust 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	$2.96M	Sell	9,754 -6,801	-41%	-$1.95M	0.21%	74
2026 Q1	$4.34M	Sell	16,555 -5,062	-23%	-$1.37M	0.32%	59
2025 Q4	$5.58M	Sell	21,617 -40	-0.2%	-$10.2K	0.39%	55
2025 Q3	$5.51M	Sell	21,657 -3,925	-15%	-$973K	0.4%	53
2025 Q2	$6.06M	Buy	25,582 +514	+2%	+$115K	0.51%	51
2025 Q1	$5.56M	Buy	25,068 +4,384	+21%	+$1.05M	0.56%	49
2024 Q4	$4.97M	Buy	20,684 +3,275	+19%	+$806K	0.48%	54
2024 Q3	$4.13M	Sell	17,409 -81	-0.5%	-$18.4K	0.4%	56
2024 Q2	$3.81M	Sell	17,490 -592	-3%	-$130K	0.38%	55
2024 Q1	$4.13M	Buy	18,082 +183	+1%	+$39.4K	0.39%	58
2023 Q4	$3.82M	Hold	17,899	–	–	0.34%	61
2023 Q3	$3.38M	Buy	17,899 +6,572	+58%	+$1.31M	0.35%	58
2023 Q2	$2.25M	Sell	11,327 -761	-6%	-$144K	0.23%	62
2023 Q1	$2.29M	Buy	12,088 +155	+1%	+$30.1K	0.25%	67
2022 Q4	$2.19M	Buy	11,933 +405	+4%	+$75.1K	0.25%	75
2022 Q3	$1.97M	Sell	11,528 -51	-0.4%	-$9.63K	0.25%	79
2022 Q2	$2.04M	Buy	11,579 +6,109	+112%	+$1.18M	0.26%	74
2022 Q1	$1.16M	Sell	5,470 -53	-1%	-$11.2K	0.13%	92
2021 Q4	$1.25M	Buy	5,523 +42	+0.8%	+$9.54K	0.12%	90
2021 Q3	$1.2M	Hold	5,481	–	–	0.14%	84
2021 Q2	$1.24M	Buy	5,481 +7	+0.1%	+$1.55K	0.15%	83
2021 Q1	$1.17M	Sell	5,474 -1,009	-16%	-$213K	0.14%	84
2020 Q4	$1.26M	Sell	6,483 -231	-3%	-$40.8K	0.16%	80
2020 Q3	$1.03M	Buy	6,714 +330	+5%	+$50.7K	0.15%	84
2020 Q2	$931K	Hold	6,384	–	–	0.15%	87
2020 Q1	$737K	Sell	6,384 -654	-9%	-$98.3K	0.14%	88
2019 Q4	$1.17M	Sell	7,038 -59	-0.8%	-$9.4K	0.17%	93
2019 Q3	$1.09M	Sell	7,097 -42	-0.6%	-$6.51K	0.18%	81
2019 Q2	$1.12M	Hold	7,139	–	–	0.18%	82
2019 Q1	$1.09M	Sell	7,139 -35	-0.5%	-$5.2K	0.17%	84
2018 Q4	$947K	Buy	7,174 +70	+1%	+$10.2K	0.12%	108
2018 Q3	$1.16M	Sell	7,104 -3,478	-33%	-$563K	0.17%	86
2018 Q2	$1.65M	Buy	10,582 +477	+5%	+$73K	0.23%	79
2018 Q1	$1.49M	Sell	10,105 -1,727	-15%	-$258K	0.21%	80
2017 Q4	$1.75M	Buy	11,832 +391	+3%	+$56.6K	0.26%	76
2017 Q3	$1.62M	Buy	11,441 +370	+3%	+$50.4K	0.26%	69
2017 Q2	$1.5M	Buy	11,071 +70	+0.6%	+$9.38K	0.32%	65
2017 Q1	$1.47M	Buy	11,001 +100	+0.9%	+$13.2K	0.32%	64
2016 Q4	$1.41M	Hold	10,901	–	–	0.32%	63
2016 Q3	$1.33M	Sell	10,901 -364	-3%	-$44K	0.32%	65
2016 Q2	$1.3M	Sell	11,265 -379	-3%	-$43K	0.34%	62
2016 Q1	$1.3M	Buy	11,644 +1,447	+14%	+$150K	0.34%	61
2015 Q4	$1.13M	Sell	10,197 -330	-3%	-$37.4K	0.25%	75
2015 Q3	$1.14M	Hold	10,527	–	–	0.3%	72
2015 Q2	$1.28M	Sell	10,527 -249	-2%	-$30.6K	0.31%	68
2015 Q1	$1.32M	Buy	10,776 +510	+5%	+$60.4K	0.32%	70
2014 Q4	$1.2M	Sell	10,266 -1,168	-10%	-$133K	0.31%	81
2014 Q3	$1.26M	Hold	11,434	–	–	0.4%	65
2014 Q2	$1.34M	Hold	11,434	–	–	0.27%	79
2014 Q1	$1.29M	Buy	+11,434	New	+$1.27M	0.27%	76
2013 Q4	–	Sell	-12,266	Closed	-$1.31M	–	158
2013 Q3	$1.26M	Hold	12,266	–	–	0.33%	77
2013 Q2	$1.15M	Buy	+12,266	New	+$1.13M	0.33%	78

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

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

Washington Trust Bank reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 41% in Q2 2026, selling an estimated $1.95M and leaving 9,754 shares worth $2.96M. The position accounts for 0.21% of the portfolio, ranked #74.

Washington Trust Bank first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.06M in Q2 2025. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Washington Trust Bank held 9,754 shares of Vanguard Morningstar Small-Cap ETF worth $2.96M as of Q2 2026.
Washington Trust Bank sold 6,801 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.95M.
Vanguard Morningstar Small-Cap ETF made up 0.21% of Washington Trust Bank's portfolio in Q2 2026, its #74 holding.
Washington Trust Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Washington Trust Bank's Vanguard Morningstar Small-Cap ETF position peaked at $6.06M in Q2 2025.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.