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

Washington Trust’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
2025 Q2	–	Sell	-225	Closed	-$56.6K	–	697
2025 Q1	$56.6K	Hold	225	–	–	﹤0.01%	389
2024 Q4	$63K	Hold	225	–	–	﹤0.01%	405
2024 Q3	$60.2K	Hold	225	–	–	﹤0.01%	432
2024 Q2	$56.3K	Hold	225	–	–	﹤0.01%	435
2024 Q1	$58.7K	Hold	225	–	–	﹤0.01%	432
2023 Q4	$54.4K	Hold	225	–	–	﹤0.01%	416
2023 Q3	$48.2K	Hold	225	–	–	﹤0.01%	399
2023 Q2	$51.7K	Hold	225	–	–	﹤0.01%	416
2023 Q1	$48.7K	Sell	225 -73	-24%	-$15.8K	﹤0.01%	416
2022 Q4	$59.8K	Buy	298 +145	+95%	+$29.7K	﹤0.01%	371
2022 Q3	$30K	Hold	153	–	–	﹤0.01%	475
2022 Q2	$30K	Sell	153 -45	-23%	-$9.76K	﹤0.01%	487
2022 Q1	$49K	Hold	198	–	–	﹤0.01%	439
2021 Q4	$56K	Hold	198	–	–	﹤0.01%	420
2021 Q3	$55K	Sell	198 -142	-42%	-$40.6K	﹤0.01%	505
2021 Q2	$99K	Sell	340 -39	-10%	-$10.9K	﹤0.01%	409
2021 Q1	$104K	Buy	379 +80	+27%	+$22.6K	﹤0.01%	387
2020 Q4	$80K	Buy	299 +125	+72%	+$30.2K	﹤0.01%	413
2020 Q3	$37K	Hold	174	–	–	﹤0.01%	503
2020 Q2	$34K	Hold	174	–	–	﹤0.01%	457
2020 Q1	$26K	Buy	+174	New	+$32.3K	﹤0.01%	499
2018 Q3	–	Sell	-1,884	Closed	-$331K	–	777
2018 Q2	$331K	Buy	+1,884	New	+$323K	0.02%	194

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Washington Trust's VBK Position: Q2 2025 in Review

Washington Trust sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 225 shares — an estimated $56.6K sold.

Washington Trust first reported a position in VBK in Q2 2018 and held it in 22 quarters. The position peaked at $331K in Q2 2018. 1,099 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Washington Trust reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 225 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $56.6K.
Washington Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2018 and held it in 22 quarters.
Washington Trust's Vanguard Morningstar Small-Cap Growth ETF position peaked at $331K in Q2 2018.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.