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

First National Bank Sioux Falls’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	$574K	Hold	2,514	–	–	0.16%	82
2026 Q1	$574K	Hold	2,514	–	–	0.16%	82
2025 Q4	$532K	Hold	2,514	–	–	0.16%	81
2025 Q3	$525K	Hold	2,514	–	–	0.16%	82
2025 Q2	$490K	Buy	2,514 +86	+4%	+$15.9K	0.18%	80
2025 Q1	$452K	Hold	2,428	–	–	0.18%	84
2024 Q4	$481K	Hold	2,428	–	–	0.2%	77
2024 Q3	$487K	Sell	2,428 -250	-9%	-$48.1K	0.22%	76
2024 Q2	$489K	Sell	2,678 -860	-24%	-$159K	0.25%	71
2024 Q1	$679K	Hold	3,538	–	–	0.37%	58
2023 Q4	$637K	Hold	3,538	–	–	0.33%	62
2023 Q3	$564K	Hold	3,538	–	–	0.34%	63
2023 Q2	$585K	Sell	3,538 -1,938	-35%	-$305K	0.37%	58
2023 Q1	$869K	Buy	5,476 +762	+16%	+$126K	0.6%	39
2022 Q4	$749K	Buy	4,714 +122	+3%	+$19.4K	0.54%	44
2022 Q3	$658K	Buy	4,592 +404	+10%	+$64.2K	0.69%	43
2022 Q2	$627K	Buy	4,188 +764	+22%	+$125K	0.8%	42
2022 Q1	$602K	Buy	3,424 +120	+4%	+$20.9K	0.63%	50
2021 Q4	$591K	Buy	3,304 +176	+6%	+$31.3K	0.63%	52
2021 Q3	$529K	Buy	3,128 +765	+32%	+$131K	0.89%	40
2021 Q2	$410K	Hold	2,363	–	–	0.62%	54
2021 Q1	$391K	Buy	+2,363	New	+$372K	0.69%	53

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 National Bank Sioux Falls's VBR Position: Q2 2026 in Review

First National Bank Sioux Falls held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,514 shares worth $574K. The position accounts for 0.16% of the portfolio, ranked #82.

First National Bank Sioux Falls first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. The position peaked at $869K in Q1 2023. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

First National Bank Sioux Falls held 2,514 shares of Vanguard Morningstar Small-Cap Value ETF worth $574K as of Q2 2026.
First National Bank Sioux Falls left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.16% of First National Bank Sioux Falls's portfolio in Q2 2026, its #82 holding.
First National Bank Sioux Falls first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
First National Bank Sioux Falls's Vanguard Morningstar Small-Cap Value ETF position peaked at $869K in Q1 2023.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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