First American Bank’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

First American Bank’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
2026 Q2	$436K	Buy	+1,793	New	+$417K	0.02%	177

Other funds holding VBR

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

First American Bank's VBR Position: Q2 2026 in Review

First American Bank opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 1,793 shares worth $436K. The stake represents 0.02% of the portfolio and ranks #177 among its holdings.

1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

First American Bank held 1,793 shares of Vanguard Morningstar Small-Cap Value ETF worth $436K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new First American Bank position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.02% of First American Bank's portfolio in Q2 2026, its #177 holding.
1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on First American Bank's 13F filing for Q2 2026, filed 15 Jul 2026.