MFG
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Midwest Financial Group’s Vanguard 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
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

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

Midwest Financial Group's VBK Position: Q2 2026 in Review

Midwest Financial Group opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q2 2026: 651 shares worth $238K. The stake represents 0.08% of the portfolio and ranks #124 among its holdings. This is a return to the name: Midwest Financial Group previously reported a position in VBK as recently as Q4 2025.

Midwest Financial Group first reported a position in VBK in Q3 2025 and has held it in 3 quarters since. 435 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Midwest Financial Group held 651 shares of Vanguard Small-Cap Growth ETF worth $238K as of Q2 2026.
  • Vanguard Small-Cap Growth ETF was a new Midwest Financial Group position in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.08% of Midwest Financial Group's portfolio in Q2 2026, its #124 holding.
  • Midwest Financial Group first reported a position in Vanguard Small-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 435 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Midwest Financial Group's 13F filing for Q2 2026, filed 21 Jul 2026.