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

Midwest Trust’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 		$3.98M Sell
10,890
-239
-2% -$81.4K 0.05% 227
2026
Q1 		$3.36M Buy
11,129
+315
+3% +$99K 0.04% 238
2025
Q4 		$3.27M Buy
10,814
+588
+6% +$177K 0.04% 243
2025
Q3 		$3.04M Sell
10,226
-582
-5% -$168K 0.04% 248
2025
Q2 		$2.99M Buy
+10,808
New +$2.78M 0.04% 246

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 Trust's VBK Position: Q2 2026 in Review

Midwest Trust reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.1% in Q2 2026, selling an estimated $81.4K and leaving 10,890 shares worth $3.98M. The position accounts for 0.05% of the portfolio, ranked #227.

Midwest Trust first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Midwest Trust held 10,890 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.98M as of Q2 2026.
  • Midwest Trust sold 239 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $81.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Midwest Trust's portfolio in Q2 2026, its #227 holding.
  • Midwest Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.