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First Interstate Bank’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

First Interstate Bank’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 		$1.63M Buy
5,388
+631
+13% +$181K 0.09% 83
2026
Q1 		$1.25M Buy
4,757
+60
+1% +$16.2K 0.07% 85
2025
Q4 		$1.21M Sell
4,697
-89
-2% -$22.8K 0.07% 87
2025
Q3 		$1.22M Buy
4,786
+2,145
+81% +$532K 0.07% 84
2025
Q2 		$626K Buy
2,641
+239
+10% +$53.3K 0.04% 115
2025
Q1 		$533K Sell
2,402
-16
-0.7% -$3.82K 0.03% 114
2024
Q4 		$581K Buy
2,418
+88
+4% +$21.7K 0.04% 113
2024
Q3 		$553K Buy
2,330
+82
+4% +$18.6K 0.03% 118
2024
Q2 		$490K Buy
2,248
+185
+9% +$40.6K 0.03% 111
2024
Q1 		$472K Sell
2,063
-212
-9% -$45.6K 0.03% 113
2023
Q4 		$485K Sell
2,275
-215
-9% -$41.4K 0.04% 110
2023
Q3 		$471K Buy
2,490
+389
+19% +$77.5K 0.04% 110
2023
Q2 		$418K Sell
2,101
-41
-2% -$7.75K 0.03% 121
2023
Q1 		$406K Buy
2,142
+2
+0.1% +$388 0.03% 126
2022
Q4 		$393K Sell
2,140
-56
-3% -$10.4K 0.03% 134
2022
Q3 		$375K Buy
2,196
+858
+64% +$162K 0.03% 128
2022
Q2 		$236K Buy
+1,338
New +$258K 0.02% 150

Other funds holding VB

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

First Interstate Bank's VB Position: Q2 2026 in Review

First Interstate Bank increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, buying an estimated $181K and bringing the position to 5,388 shares worth $1.63M. The position accounts for 0.09% of the portfolio, ranked #83.

First Interstate Bank first reported a position in VB in Q2 2022 and has held it in 17 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • First Interstate Bank held 5,388 shares of Vanguard Morningstar Small-Cap ETF worth $1.63M as of Q2 2026.
  • First Interstate Bank bought 631 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $181K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of First Interstate Bank's portfolio in Q2 2026, its #83 holding.
  • First Interstate Bank first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on First Interstate Bank's 13F filing for Q2 2026, filed 24 Jul 2026.