Wilmington Savings Fund Society’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.23M | Sell |
10,670
-192
| -2% | -$55K | 0.07% | 189 |
|
|
2026
Q1 | $2.84M | Sell |
10,862
-433
| -4% | -$117K | 0.07% | 201 |
|
|
2025
Q4 | $2.91M | Buy |
11,295
+612
| +6% | +$157K | 0.07% | 191 |
|
|
2025
Q3 | $2.72M | Sell |
10,683
-6,518
| -38% | -$1.62M | 0.07% | 202 |
|
|
2025
Q2 | $4.08M | Sell |
17,201
-3,079
| -15% | -$687K | 0.07% | 201 |
|
|
2025
Q1 | $4.5M | Sell |
20,280
-709
| -3% | -$169K | 0.08% | 183 |
|
|
2024
Q4 | $5.04M | Buy |
20,989
+2,326
| +12% | +$572K | 0.09% | 179 |
|
|
2024
Q3 | $4.43M | Buy |
18,663
+16,568
| +791% | +$3.76M | 0.08% | 196 |
|
|
2024
Q2 | $457K | Buy |
2,095
+275
| +15% | +$60.4K | 0.02% | 268 |
|
|
2024
Q1 | $416K | Buy |
+1,820
| New | +$391K | 0.02% | 282 |
|
|
2023
Q3 | $481K | Buy |
2,545
+200
| +9% | +$39.8K | 0.02% | 256 |
|
|
2023
Q2 | $466K | Hold |
2,345
| – | – | 0.02% | 271 |
|
|
2023
Q1 | $445K | Sell |
2,345
-70
| -3% | -$13.6K | 0.02% | 265 |
|
|
2022
Q4 | $443K | Hold |
2,415
| – | – | 0.02% | 267 |
|
|
2022
Q3 | $413K | Buy |
2,415
+220
| +10% | +$41.5K | 0.02% | 267 |
|
|
2022
Q2 | $387K | Sell |
2,195
-268
| -11% | -$51.8K | 0.02% | 277 |
|
|
2022
Q1 | $523K | Sell |
2,463
-963
| -28% | -$203K | 0.02% | 265 |
|
|
2021
Q4 | $774K | Sell |
3,426
-1,372
| -29% | -$312K | 0.03% | 253 |
|
|
2021
Q3 | $1.05M | Sell |
4,798
-150
| -3% | -$33.3K | 0.04% | 224 |
|
|
2021
Q2 | $1.11M | Sell |
4,948
-20
| -0.4% | -$4.43K | 0.04% | 227 |
|
|
2021
Q1 | $1.06M | Buy |
4,968
+160
| +3% | +$33.7K | 0.04% | 221 |
|
|
2020
Q4 | $936K | Hold |
4,808
| – | – | 0.04% | 229 |
|
|
2020
Q3 | $739K | Sell |
4,808
-650
| -12% | -$99.8K | 0.03% | 236 |
|
|
2020
Q2 | $796K | Sell |
5,458
-215
| -4% | -$28.9K | 0.04% | 231 |
|
|
2020
Q1 | $655K | Sell |
5,673
-467
| -8% | -$70.2K | 0.04% | 228 |
|
|
2019
Q4 | $1.02M | Buy |
6,140
+2,243
| +58% | +$357K | 0.05% | 185 |
|
|
2019
Q3 | $600K | Sell |
3,897
-65
| -2% | -$10.1K | 0.03% | 227 |
|
|
2019
Q2 | $620K | Sell |
3,962
-120
| -3% | -$18.5K | 0.03% | 226 |
|
|
2019
Q1 | $624K | Sell |
4,082
-112
| -3% | -$16.7K | 0.03% | 222 |
|
|
2018
Q4 | $553K | Buy |
4,194
+307
| +8% | +$44.7K | 0.03% | 229 |
|
|
2018
Q3 | $632K | Buy |
3,887
+450
| +13% | +$72.8K | 0.03% | 228 |
|
|
2018
Q2 | $535K | Buy |
3,437
+700
| +26% | +$107K | 0.03% | 243 |
|
|
2018
Q1 | $402K | Buy |
2,737
+50
| +2% | +$7.46K | 0.02% | 265 |
|
|
2017
Q4 | $397K | Buy |
2,687
+100
| +4% | +$14.5K | 0.02% | 262 |
|
|
2017
Q3 | $366K | Buy |
2,587
+838
| +48% | +$114K | 0.02% | 266 |
|
|
2017
Q2 | $238K | Buy |
+1,749
| New | +$234K | 0.01% | 306 |
|
Other funds holding VB
Wilmington Savings Fund Society's VB Position: Q2 2026 in Review
Wilmington Savings Fund Society reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.8% in Q2 2026, selling an estimated $55K and leaving 10,670 shares worth $3.23M. The position accounts for 0.07% of the portfolio, ranked #189.
Wilmington Savings Fund Society first reported a position in VB in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.04M in Q4 2024. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.
- Wilmington Savings Fund Society held 10,670 shares of Vanguard Morningstar Small-Cap ETF worth $3.23M as of Q2 2026.
- Wilmington Savings Fund Society sold 192 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $55K.
- Vanguard Morningstar Small-Cap ETF made up 0.07% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #189 holding.
- Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2017 and has held it in 36 quarters since.
- Wilmington Savings Fund Society's Vanguard Morningstar Small-Cap ETF position peaked at $5.04M in Q4 2024.
- 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.
Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.