Midwest Financial Group
VBK icon

Midwest Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Midwest Financial Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$220K Hold
651
– – 0.07% 132
2026
Q2 		$238K Buy
+651
New +$222K 0.08% 124
2026
Q1 		– Sell
-683
Closed -$206K – 129
2025
Q4 		$206K Hold
683
– – 0.09% 120
2025
Q3 		$203K Buy
+683
New +$197K 0.1% 116

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Midwest Financial Group's VBK Position: Q3 2026 in Review

Midwest Financial Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 651 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #132.

Midwest Financial Group first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $238K in Q2 2026. 727 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Midwest Financial Group held 651 shares of Vanguard Morningstar Small-Cap Growth ETF worth $220K as of Q3 2026.
  • Midwest Financial Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Midwest Financial Group's portfolio in Q3 2026, its #132 holding.
  • Midwest Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Midwest Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $238K in Q2 2026.
  • 727 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.