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

Whittier Trust’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 		$13.9M Sell
46,237
-179
-0.4% -$51.3K 0.14% 125
2026
Q1 		$12.3M Sell
46,416
-1,374
-3% -$372K 0.14% 119
2025
Q4 		$12.9M Sell
47,790
-636
-1% -$163K 0.14% 126
2025
Q3 		$12.5M Sell
48,426
-4,757
-9% -$1.18M 0.14% 126
2025
Q2 		$12.6M Buy
53,183
+877
+2% +$196K 0.15% 125
2025
Q1 		$11.6M Sell
52,306
-850
-2% -$203K 0.16% 119
2024
Q4 		$12.8M Sell
53,156
-5,270
-9% -$1.3M 0.17% 118
2024
Q3 		$13.9M Sell
58,426
-902
-2% -$205K 0.19% 107
2024
Q2 		$12.9M Sell
59,328
-502
-0.8% -$110K 0.18% 108
2024
Q1 		$13.7M Sell
59,830
-2,320
-4% -$499K 0.2% 107
2023
Q4 		$13.3M Sell
62,150
-5,109
-8% -$984K 0.21% 102
2023
Q3 		$12.7M Sell
67,259
-395
-0.6% -$78.7K 0.23% 94
2023
Q2 		$13.5M Sell
67,654
-663
-1% -$125K 0.23% 94
2023
Q1 		$13M Sell
68,317
-562
-0.8% -$109K 0.24% 97
2022
Q4 		$12.6M Sell
68,879
-3,451
-5% -$640K 0.25% 95
2022
Q3 		$12.4M Buy
72,330
+32
+0% +$6.04K 0.26% 91
2022
Q2 		$12.7M Sell
72,298
-1,658
-2% -$320K 0.26% 94
2022
Q1 		$15.7M Sell
73,956
-1,042
-1% -$219K 0.27% 93
2021
Q4 		$16.9M Sell
74,998
-22
-0% -$5K 0.28% 89
2021
Q3 		$16.4M Sell
75,020
-1,738
-2% -$386K 0.3% 89
2021
Q2 		$17.3M Sell
76,758
-1,874
-2% -$415K 0.31% 85
2021
Q1 		$16.8M Buy
78,632
+743
+1% +$157K 0.33% 77
2020
Q4 		$15.2M Buy
77,889
+6,340
+9% +$1.12M 0.32% 78
2020
Q3 		$11M Buy
71,549
+1,137
+2% +$175K 0.26% 92
2020
Q2 		$10.3M Buy
70,412
+11,727
+20% +$1.57M 0.29% 87
2020
Q1 		$6.78M Buy
58,685
+25,702
+78% +$3.86M 0.22% 114
2019
Q4 		$5.46M Sell
32,983
-480
-1% -$76.5K 0.14% 147
2019
Q3 		$5.15M Sell
33,463
-90
-0.3% -$14K 0.15% 146
2019
Q2 		$5.26M Sell
33,553
-112
-0.3% -$17.3K 0.15% 144
2019
Q1 		$5.14M Sell
33,665
-1,090
-3% -$162K 0.16% 140
2018
Q4 		$4.59M Buy
34,755
+126
+0.4% +$18.3K 0.16% 138
2018
Q3 		$5.63M Buy
34,629
+55
+0.2% +$8.9K 0.18% 134
2018
Q2 		$5.38M Sell
34,574
-330
-0.9% -$50.5K 0.18% 132
2018
Q1 		$5.13M Buy
34,904
+3,043
+10% +$454K 0.17% 135
2017
Q4 		$4.71M Buy
31,861
+1,520
+5% +$220K 0.16% 139
2017
Q3 		$4.29M Sell
30,341
-182
-0.6% -$24.8K 0.16% 149
2017
Q2 		$4.14M Buy
30,523
+1,032
+3% +$138K 0.16% 143
2017
Q1 		$3.93M Buy
29,491
+1,997
+7% +$264K 0.16% 146
2016
Q4 		$3.55M Buy
27,494
+512
+2% +$63.5K 0.15% 151
2016
Q3 		$3.3M Sell
26,982
-2,252
-8% -$272K 0.14% 153
2016
Q2 		$3.38M Sell
29,234
-4,693
-14% -$533K 0.15% 151
2016
Q1 		$3.78M Buy
33,927
+962
+3% +$99.6K 0.17% 142
2015
Q4 		$3.65M Buy
32,965
+8,111
+33% +$919K 0.17% 145
2015
Q3 		$2.68M Buy
24,854
+10,788
+77% +$1.26M 0.13% 166
2015
Q2 		$1.71M Buy
14,066
+5,286
+60% +$649K 0.08% 203
2015
Q1 		$1.08M Buy
8,780
+1,660
+23% +$197K 0.05% 255
2014
Q4 		$831K Sell
7,120
-235
-3% -$26.7K 0.04% 280
2014
Q3 		$814K Buy
7,355
+606
+9% +$69.4K 0.04% 277
2014
Q2 		$790K Sell
6,749
-1,142
-14% -$128K 0.04% 279
2014
Q1 		$891K Sell
7,891
-5,127
-39% -$568K 0.05% 260
2013
Q4 		$1.43M Sell
13,018
-3,495
-21% -$372K 0.07% 194
2013
Q3 		$1.69M Hold
16,513
– – 0.09% 175
2013
Q2 		$1.55M Buy
+16,513
New +$1.53M 0.09% 174

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Whittier Trust's VB Position: Q2 2026 in Review

Whittier Trust reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.39% in Q2 2026, selling an estimated $51.3K and leaving 46,237 shares worth $13.9M. The position accounts for 0.14% of the portfolio, ranked #125.

Whittier Trust first reported a position in VB in Q2 2013 and has held it in 53 quarters since. The position peaked at $17.3M in Q2 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Whittier Trust held 46,237 shares of Vanguard Morningstar Small-Cap ETF worth $13.9M as of Q2 2026.
  • Whittier Trust sold 179 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $51.3K.
  • Vanguard Morningstar Small-Cap ETF made up 0.14% of Whittier Trust's portfolio in Q2 2026, its #125 holding.
  • Whittier Trust first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Whittier Trust's Vanguard Morningstar Small-Cap ETF position peaked at $17.3M in Q2 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.