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Midwest Financial Group’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Midwest Financial Group’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 		$2.7M Buy
11,105
+50
+0.5% +$11.6K 0.95% 29
2026
Q1 		$2.4M Sell
11,055
-21
-0.2% -$4.7K 1.02% 32
2025
Q4 		$2.35M Buy
11,076
+126
+1% +$26.4K 1.04% 29
2025
Q3 		$2.29M Buy
10,950
+346
+3% +$70.7K 1.09% 28
2025
Q2 		$2.07M Buy
10,604
+15
+0.1% +$2.78K 1.09% 28
2025
Q1 		$1.97M Sell
10,589
-589
-5% -$116K 1.15% 28
2024
Q4 		$2.22M Buy
11,178
+60
+0.5% +$12.3K 1.27% 20
2024
Q3 		$2.23M Buy
11,118
+459
+4% +$88.2K 1.31% 21
2024
Q2 		$1.95M Buy
10,659
+501
+5% +$92.5K 1.24% 22
2024
Q1 		$1.95M Buy
10,158
+731
+8% +$132K 1.31% 21
2023
Q4 		$1.7M Buy
9,427
+2,309
+32% +$377K 1.27% 23
2023
Q3 		$1.14M Buy
7,118
+4,840
+212% +$809K 0.96% 26
2023
Q2 		$377K Buy
2,278
+1
+0% +$157 0.32% 75
2023
Q1 		$362K Buy
+2,277
New +$377K 0.33% 71

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Midwest Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.45% in Q2 2026, buying an estimated $11.6K and bringing the position to 11,105 shares worth $2.7M. The position accounts for 0.95% of the portfolio, ranked #29.

Midwest Financial Group first reported a position in VBR in Q1 2023 and has held it in 14 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Midwest Financial Group held 11,105 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.7M as of Q2 2026.
  • Midwest Financial Group bought 50 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $11.6K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.95% of Midwest Financial Group's portfolio in Q2 2026, its #29 holding.
  • Midwest Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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