MidFirst Bank’s Vanguard Morningstar Value ETF VTV Stock Holding History

MidFirst Bank’s Portfolio VTV Stock Details VTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Hold	1,729	–	–	0.03%	232
2026 Q1	$339K	Sell	1,729 -1,109	-39%	-$222K	0.03%	238
2025 Q4	$542K	Buy	+2,838	New	+$534K	0.04%	202

Other funds holding VTV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MidFirst Bank's VTV Position: Q2 2026 in Review

MidFirst Bank held its Vanguard Morningstar Value ETF (VTV) position steady in Q2 2026 at 1,729 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #232.

MidFirst Bank first reported a position in VTV in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VTV as of Q2 2026.

MidFirst Bank held 1,729 shares of Vanguard Morningstar Value ETF worth $377K as of Q2 2026.
MidFirst Bank left its Vanguard Morningstar Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Value ETF made up 0.03% of MidFirst Bank's portfolio in Q2 2026, its #232 holding.
MidFirst Bank first reported a position in Vanguard Morningstar Value ETF in Q4 2025 and has held it in 3 quarters since.
MidFirst Bank's Vanguard Morningstar Value ETF position peaked at $542K in Q4 2025.
2,513 funds tracked by Wall St. Rank held Vanguard Morningstar Value ETF as of Q2 2026.

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