Webster Bank’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Webster Bank’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	$7.29K	Hold	30	–	–	﹤0.01%	540
2026 Q1	$6.52K	Hold	30	–	–	﹤0.01%	554
2025 Q4	$6.35K	Hold	30	–	–	﹤0.01%	537
2025 Q3	$6.26K	Buy	+30	New	+$6.13K	﹤0.01%	532
2025 Q2	–	Sell	-180	Closed	-$33.5K	–	695
2025 Q1	$33.5K	Hold	180	–	–	﹤0.01%	385
2024 Q4	$35.7K	Hold	180	–	–	﹤0.01%	386
2024 Q3	$36.1K	Hold	180	–	–	﹤0.01%	387
2024 Q2	$32.9K	Buy	180 +109	+154%	+$20.1K	﹤0.01%	392
2024 Q1	$13.6K	Hold	71	–	–	﹤0.01%	452
2023 Q4	$12.8K	Hold	71	–	–	﹤0.01%	468
2023 Q3	$11.3K	Sell	71 -77	-52%	-$12.9K	﹤0.01%	453
2023 Q2	$24.5K	Hold	148	–	–	﹤0.01%	384
2023 Q1	$23.5K	Hold	148	–	–	﹤0.01%	401
2022 Q4	$24K	Hold	148	–	–	﹤0.01%	400
2022 Q3	$21K	Hold	148	–	–	﹤0.01%	404
2022 Q2	$22K	Hold	148	–	–	﹤0.01%	400
2022 Q1	$26K	Hold	148	–	–	﹤0.01%	405
2021 Q4	$26K	Hold	148	–	–	﹤0.01%	407
2021 Q3	$25K	Hold	148	–	–	﹤0.01%	399
2021 Q2	$26K	Hold	148	–	–	﹤0.01%	382
2021 Q1	$25K	Buy	148 +77	+108%	+$12.1K	﹤0.01%	394
2020 Q4	$10K	Buy	+71	New	+$9.16K	﹤0.01%	455
2019 Q3	–	Sell	-471	Closed	-$61K	–	520
2019 Q2	$61K	Buy	+471	New	+$61.2K	0.01%	297
2019 Q1	–	Sell	-55	Closed	-$6K	–	514
2018 Q4	$6K	Hold	55	–	–	﹤0.01%	452
2018 Q3	$8K	Hold	55	–	–	﹤0.01%	456
2018 Q2	$7K	Hold	55	–	–	﹤0.01%	462
2018 Q1	$7K	Hold	55	–	–	﹤0.01%	495
2017 Q4	$7K	Sell	55 -238	-81%	-$31K	﹤0.01%	524
2017 Q3	$37K	Hold	293	–	–	0.01%	389
2017 Q2	$36K	Hold	293	–	–	0.01%	388
2017 Q1	$36K	Buy	+293	New	+$36K	0.01%	402

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Webster Bank's VBR Position: Q2 2026 in Review

Webster Bank held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 30 shares worth $7.29K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Webster Bank first reported a position in VBR in Q1 2017 and has held it in 31 quarters since. The position peaked at $61K in Q2 2019. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Webster Bank held 30 shares of Vanguard Morningstar Small-Cap Value ETF worth $7.29K as of Q2 2026.
Webster Bank left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Webster Bank's portfolio in Q2 2026, its #540 holding.
Webster Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2017 and has held it in 31 quarters since.
Webster Bank's Vanguard Morningstar Small-Cap Value ETF position peaked at $61K in Q2 2019.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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