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

MidFirst 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 		$143K Hold
588
– – 0.01% 311
2026
Q1 		$128K Buy
588
+197
+50% +$44K 0.01% 311
2025
Q4 		$82.8K Buy
+391
New +$81.9K 0.01% 419

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MidFirst Bank's VBR Position: Q2 2026 in Review

MidFirst Bank held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 588 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #311.

MidFirst Bank first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. 1,597 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • MidFirst Bank held 588 shares of Vanguard Morningstar Small-Cap Value ETF worth $143K as of Q2 2026.
  • MidFirst Bank left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of MidFirst Bank's portfolio in Q2 2026, its #311 holding.
  • MidFirst Bank first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on MidFirst Bank's 13F filing for Q2 2026, filed 7 Aug 2026.