MFG
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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Midwest Financial Group opened a new position in Vanguard Morningstar 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. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Midwest Financial Group held 651 shares of Vanguard Morningstar Small-Cap Growth ETF worth $238K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Midwest Financial Group position in Q2 2026.
  • Vanguard Morningstar 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 Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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