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

Washington Trust’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
2025
Q2 		– Sell
-200
Closed -$37.3K – 698
2025
Q1 		$37.3K Hold
200
– – ﹤0.01% 449
2024
Q4 		$39.6K Buy
200
+10
+5% +$2.05K ﹤0.01% 475
2024
Q3 		$38.1K Hold
190
– – ﹤0.01% 492
2024
Q2 		$34.7K Sell
190
-269
-59% -$49.7K ﹤0.01% 496
2024
Q1 		$88.1K Buy
459
+269
+142% +$48.5K ﹤0.01% 374
2023
Q4 		$34.2K Sell
190
-120
-39% -$19.6K ﹤0.01% 477
2023
Q3 		$49.4K Buy
310
+120
+63% +$20.1K ﹤0.01% 397
2023
Q2 		$31.4K Hold
190
– – ﹤0.01% 483
2023
Q1 		$30.2K Hold
190
– – ﹤0.01% 497
2022
Q4 		$30.2K Hold
190
– – ﹤0.01% 488
2022
Q3 		$27K Hold
190
– – ﹤0.01% 497
2022
Q2 		$28K Hold
190
– – ﹤0.01% 499
2022
Q1 		$33K Buy
190
+10
+6% +$1.74K ﹤0.01% 496
2021
Q4 		$32K Hold
180
– – ﹤0.01% 507
2021
Q3 		$30K Hold
180
– – ﹤0.01% 613
2021
Q2 		$31K Hold
180
– – ﹤0.01% 620
2021
Q1 		$30K Buy
+180
New +$28.4K ﹤0.01% 616
2020
Q2 		– Sell
-172
Closed -$15K – 1005
2020
Q1 		$15K Buy
+172
New +$20.9K ﹤0.01% 606
2018
Q3 		– Sell
-2,122
Closed -$288K – 778
2018
Q2 		$288K Buy
+2,122
New +$285K 0.02% 205

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Washington Trust's VBR Position: Q2 2025 in Review

Washington Trust sold out of Vanguard Small-Cap Value ETF (VBR) in Q2 2025, closing a stake of 200 shares — an estimated $37.3K sold.

Washington Trust first reported a position in VBR in Q2 2018 and held it in 19 quarters. The position peaked at $288K in Q2 2018. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Washington Trust reported no remaining Vanguard Small-Cap Value ETF position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 200 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $37.3K.
  • Washington Trust first reported a position in Vanguard Small-Cap Value ETF in Q2 2018 and held it in 19 quarters.
  • Washington Trust's Vanguard Small-Cap Value ETF position peaked at $288K in Q2 2018.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

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