FNBOO
VBR icon

First National Bank of Omaha’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

First National Bank of Omaha’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 		$808K Hold
3,324
– – 0.02% 372
2026
Q1 		$706K Hold
3,324
– – 0.02% 381
2025
Q4 		$711K Buy
+3,324
New +$696K 0.02% 379

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

First National Bank of Omaha's VBR Position: Q2 2026 in Review

First National Bank of Omaha held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 3,324 shares worth $808K. The position accounts for 0.02% of the portfolio, ranked #372.

First National Bank of Omaha first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,233 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • First National Bank of Omaha held 3,324 shares of Vanguard Morningstar Small-Cap Value ETF worth $808K as of Q2 2026.
  • First National Bank of Omaha left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.02% of First National Bank of Omaha's portfolio in Q2 2026, its #372 holding.
  • First National Bank of Omaha first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,233 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on First National Bank of Omaha's 13F filing for Q2 2026, filed 7 Aug 2026.