American State Bank (Iowa)’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

American State Bank (Iowa)’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	$343K	Buy	1,132 +108	+11%	+$31K	0.14%	119
2026 Q1	$268K	Buy	1,024 +103	+11%	+$27.9K	0.13%	123
2025 Q4	$238K	Buy	+921	New	+$236K	0.11%	128
2024 Q1	–	Sell	-252	Closed	-$53.8K	–	308
2023 Q4	$53.8K	Buy	+252	New	+$48.6K	0.03%	195
2021 Q4	–	Sell	-35	Closed	-$7.65K	–	297
2021 Q3	$7.65K	Hold	35	–	–	0.01%	264
2021 Q2	$7.88K	Hold	35	–	–	0.01%	267
2021 Q1	$7.49K	Hold	35	–	–	0.01%	264
2020 Q4	$6.81K	Buy	+35	New	+$6.17K	0.01%	250

Other funds holding VB

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

American State Bank (Iowa)'s VB Position: Q2 2026 in Review

American State Bank (Iowa) increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 11% in Q2 2026, buying an estimated $31K and bringing the position to 1,132 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #119.

American State Bank (Iowa) first reported a position in VB in Q4 2020 and has held it in 8 quarters since. 2,486 funds tracked by Wall St. Rank hold VB as of Q2 2026.

American State Bank (Iowa) held 1,132 shares of Vanguard Morningstar Small-Cap ETF worth $343K as of Q2 2026.
American State Bank (Iowa) bought 108 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $31K.
Vanguard Morningstar Small-Cap ETF made up 0.14% of American State Bank (Iowa)'s portfolio in Q2 2026, its #119 holding.
American State Bank (Iowa) first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2020 and has held it in 8 quarters since.
2,486 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.