American National Bank & Trust’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

American National Bank & 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 Q4	–	Sell	-435	Closed	-$90.8K	–	767
2025 Q3	$90.8K	Sell	435 -8,453	-95%	-$1.73M	0.01%	305
2025 Q2	$1.73M	Buy	8,888 +3,466	+64%	+$642K	0.18%	73
2025 Q1	$1.01M	Buy	5,422 +2,584	+91%	+$510K	0.11%	89
2024 Q4	$562K	Buy	2,838 +1,047	+58%	+$215K	0.06%	131
2024 Q3	$360K	Sell	1,791 -10	-0.6%	-$1.92K	0.04%	152
2024 Q2	$329K	Buy	1,801 +443	+33%	+$81.8K	0.04%	164
2024 Q1	$261K	Buy	1,358 +1,153	+562%	+$208K	0.03%	177
2023 Q4	$36.9K	Buy	205 +112	+120%	+$18.3K	0.01%	317
2023 Q3	$14.8K	Buy	93 +25	+37%	+$4.18K	﹤0.01%	378
2023 Q2	$11.2K	Buy	68 +21	+45%	+$3.31K	﹤0.01%	396
2023 Q1	$7.46K	Hold	47	–	–	﹤0.01%	420
2022 Q4	$7K	Hold	47	–	–	﹤0.01%	411
2022 Q3	$7K	Buy	+47	New	+$7.47K	﹤0.01%	399
2022 Q2	–	Sell	-515	Closed	-$91K	–	458
2022 Q1	$91K	Hold	515	–	–	0.02%	152
2021 Q4	$92K	Buy	+515	New	+$91.6K	0.02%	155

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American National Bank & Trust's VBR Position: Q4 2025 in Review

American National Bank & Trust sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 435 shares — an estimated $90.8K sold.

American National Bank & Trust first reported a position in VBR in Q4 2021 and held it in 15 quarters. The position peaked at $1.73M in Q2 2025. 1,656 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

American National Bank & Trust reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
American National Bank & Trust sold 435 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $90.8K.
American National Bank & Trust first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2021 and held it in 15 quarters.
American National Bank & Trust's Vanguard Morningstar Small-Cap Value ETF position peaked at $1.73M in Q2 2025.
1,656 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on American National Bank & Trust's 13F filing for Q4 2025, filed 20 Jan 2026.