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Iowa State Bank’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Iowa State 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
Q1 		$456K Sell
2,099
-432
-17% -$96.6K 0.08% 96
2025
Q4 		$536K Hold
2,531
– – 0.1% 94
2025
Q3 		$528K Hold
2,531
– – 0.1% 96
2025
Q2 		$494K Hold
2,531
– – 0.1% 99
2025
Q1 		$472K Buy
+2,531
New +$500K 0.1% 100

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Iowa State Bank's VBR Position: Q1 2026 in Review

Iowa State Bank reduced its Vanguard Small-Cap Value ETF (VBR) stake by 17% in Q1 2026, selling an estimated $96.6K and leaving 2,099 shares worth $456K. The position accounts for 0.08% of the portfolio, ranked #96.

Iowa State Bank first reported a position in VBR in Q1 2025 and has held it in 5 quarters since. The position peaked at $536K in Q4 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Iowa State Bank held 2,099 shares of Vanguard Small-Cap Value ETF worth $456K as of Q1 2026.
  • Iowa State Bank sold 432 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $96.6K.
  • Vanguard Small-Cap Value ETF made up 0.08% of Iowa State Bank's portfolio in Q1 2026, its #96 holding.
  • Iowa State Bank first reported a position in Vanguard Small-Cap Value ETF in Q1 2025 and has held it in 5 quarters since.
  • Iowa State Bank's Vanguard Small-Cap Value ETF position peaked at $536K in Q4 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on Iowa State Bank's 13F filing for Q1 2026, filed 15 Apr 2026.