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

American State Bank (Iowa)’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$201K Buy
+550
New +$187K 0.08% 139
2024
Q1 		– Sell
-202
Closed -$48.8K – 309
2023
Q4 		$48.8K Hold
202
– – 0.03% 201
2023
Q3 		$43.3K Hold
202
– – 0.03% 204
2023
Q2 		$46.4K Hold
202
– – 0.03% 203
2023
Q1 		$43.7K Hold
202
– – 0.03% 205
2022
Q4 		$40.5K Hold
202
– – 0.03% 208
2022
Q3 		$39.4K Hold
202
– – 0.03% 205
2022
Q2 		$39.8K Hold
202
– – 0.03% 205
2022
Q1 		$50.1K Hold
202
– – 0.03% 194
2021
Q4 		$56.9K Hold
202
– – 0.04% 190
2021
Q3 		$56.6K Hold
202
– – 0.04% 187
2021
Q2 		$58.5K Hold
202
– – 0.05% 186
2021
Q1 		$55.5K Hold
202
– – 0.05% 184
2020
Q4 		$54.1K Buy
+202
New +$48.9K 0.05% 174

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

American State Bank (Iowa) opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 550 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #139 among its holdings. This is a return to the name: American State Bank (Iowa) previously reported a position in VBK as recently as Q4 2023.

American State Bank (Iowa) first reported a position in VBK in Q4 2020 and has held it in 14 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • American State Bank (Iowa) held 550 shares of Vanguard Morningstar Small-Cap Growth ETF worth $201K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new American State Bank (Iowa) position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of American State Bank (Iowa)'s portfolio in Q2 2026, its #139 holding.
  • American State Bank (Iowa) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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