WB
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Webster Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Webster 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 		$6.68M Sell
22,042
-4,101
-16% -$1.18M 0.58% 41
2026
Q1 		$6.85M Sell
26,143
-1,423
-5% -$385K 0.65% 39
2025
Q4 		$7.11M Sell
27,566
-542
-2% -$139K 0.67% 35
2025
Q3 		$7.15M Sell
28,108
-447
-2% -$111K 0.69% 37
2025
Q2 		$6.77M Sell
28,555
-35
-0.1% -$7.81K 0.7% 36
2025
Q1 		$6.34M Sell
28,590
-1,149
-4% -$274K 0.7% 35
2024
Q4 		$7.15M Sell
29,739
-9,349
-24% -$2.3M 0.77% 30
2024
Q3 		$9.27M Buy
39,088
+510
+1% +$116K 0.99% 24
2024
Q2 		$8.41M Buy
38,578
+754
+2% +$166K 0.92% 26
2024
Q1 		$8.65M Sell
37,824
-5,036
-12% -$1.08M 0.97% 25
2023
Q4 		$9.14M Buy
42,860
+1,706
+4% +$329K 1.12% 21
2023
Q3 		$7.78M Buy
41,154
+1,727
+4% +$344K 1.05% 25
2023
Q2 		$7.84M Buy
39,427
+10,170
+35% +$1.92M 1.01% 25
2023
Q1 		$5.55M Sell
29,257
-4,213
-13% -$817K 0.72% 35
2022
Q4 		$6.14M Buy
33,470
+15,126
+82% +$2.8M 0.83% 29
2022
Q3 		$3.13M Sell
18,344
-580
-3% -$110K 0.45% 53
2022
Q2 		$3.33M Sell
18,924
-3,966
-17% -$766K 0.45% 50
2022
Q1 		$4.87M Sell
22,890
-7,345
-24% -$1.55M 0.56% 45
2021
Q4 		$6.83M Buy
30,235
+6,657
+28% +$1.51M 0.71% 42
2021
Q3 		$5.16M Sell
23,578
-2,211
-9% -$492K 0.58% 46
2021
Q2 		$5.81M Sell
25,789
-1,491
-5% -$330K 0.64% 42
2021
Q1 		$5.84M Buy
27,280
+163
+0.6% +$34.3K 0.67% 41
2020
Q4 		$5.28M Sell
27,117
-737
-3% -$130K 0.62% 41
2020
Q3 		$4.28M Sell
27,854
-645
-2% -$99.1K 0.56% 44
2020
Q2 		$4.15M Buy
28,499
+1,471
+5% +$198K 0.59% 46
2020
Q1 		$3.12M Sell
27,028
-4,431
-14% -$666K 0.52% 47
2019
Q4 		$5.21M Sell
31,459
-948
-3% -$151K 0.67% 38
2019
Q3 		$4.99M Buy
32,407
+192
+0.6% +$29.8K 0.68% 38
2019
Q2 		$5.05M Sell
32,215
-534
-2% -$82.5K 0.7% 37
2019
Q1 		$5M Sell
32,749
-6,732
-17% -$1M 0.72% 36
2018
Q4 		$5.21M Sell
39,481
-1,149
-3% -$167K 0.84% 33
2018
Q3 		$6.61M Buy
40,630
+809
+2% +$131K 0.92% 30
2018
Q2 		$6.2M Buy
39,821
+547
+1% +$83.7K 0.9% 30
2018
Q1 		$5.77M Sell
39,274
-1,189
-3% -$178K 0.83% 35
2017
Q4 		$5.98M Sell
40,463
-3,118
-7% -$451K 0.82% 29
2017
Q3 		$6.16M Sell
43,581
-838
-2% -$114K 0.9% 25
2017
Q2 		$6.02M Buy
44,419
+1,945
+5% +$261K 0.89% 25
2017
Q1 		$5.66M Buy
42,474
+5,034
+13% +$666K 0.85% 28
2016
Q4 		$4.83M Buy
37,440
+314
+0.8% +$39K 0.71% 33
2016
Q3 		$4.54M Sell
37,126
-1,198
-3% -$145K 0.66% 36
2016
Q2 		$4.43M Buy
38,324
+3,761
+11% +$427K 0.65% 34
2016
Q1 		$3.85M Buy
34,563
+11,084
+47% +$1.15M 0.6% 37
2015
Q4 		$2.6M Buy
23,479
+13,312
+131% +$1.51M 0.42% 65
2015
Q3 		$1.1M Sell
10,167
-1,252
-11% -$146K 0.2% 97
2015
Q2 		$1.39M Buy
11,419
+725
+7% +$89K 0.23% 90
2015
Q1 		$1.31M Buy
10,694
+497
+5% +$58.9K 0.22% 94
2014
Q4 		$1.19M Buy
10,197
+7,367
+260% +$839K 0.2% 94
2014
Q3 		$313K Buy
+2,830
New +$324K 0.06% 157

Other funds holding VB

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BPWM
Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Webster Bank's VB Position: Q2 2026 in Review

Webster Bank reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 16% in Q2 2026, selling an estimated $1.18M and leaving 22,042 shares worth $6.68M. The position accounts for 0.58% of the portfolio, ranked #41.

Webster Bank first reported a position in VB in Q3 2014 and has held it in 48 quarters since. The position peaked at $9.27M in Q3 2024. 1,325 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Webster Bank held 22,042 shares of Vanguard Morningstar Small-Cap ETF worth $6.68M as of Q2 2026.
  • Webster Bank sold 4,101 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.18M.
  • Vanguard Morningstar Small-Cap ETF made up 0.58% of Webster Bank's portfolio in Q2 2026, its #41 holding.
  • Webster Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2014 and has held it in 48 quarters since.
  • Webster Bank's Vanguard Morningstar Small-Cap ETF position peaked at $9.27M in Q3 2024.
  • 1,325 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Webster Bank's 13F filing for Q2 2026, filed 20 Jul 2026.