Midwestern Financial’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Midwestern Financial’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$557K	Buy	1,836 +5	+0.3%	+$1.43K	0.39%	38
2026 Q1	$480K	Buy	1,831 +7	+0.4%	+$1.89K	0.38%	42
2025 Q4	$471K	Buy	1,824 +12	+0.7%	+$3.07K	0.39%	44
2025 Q3	$461K	Buy	1,812 +6	+0.3%	+$1.49K	0.4%	44
2025 Q2	$428K	Buy	+1,806	New	+$403K	0.4%	43

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Midwestern Financial's VB Position: Q2 2026 in Review

Midwestern Financial increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.27% in Q2 2026, buying an estimated $1.43K and bringing the position to 1,836 shares worth $557K. The position accounts for 0.39% of the portfolio, ranked #38.

Midwestern Financial first reported a position in VB in Q2 2025 and has held it in 5 quarters since. 2,480 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Midwestern Financial held 1,836 shares of Vanguard Morningstar Small-Cap ETF worth $557K as of Q2 2026.
Midwestern Financial bought 5 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $1.43K.
Vanguard Morningstar Small-Cap ETF made up 0.39% of Midwestern Financial's portfolio in Q2 2026, its #38 holding.
Midwestern Financial first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2025 and has held it in 5 quarters since.
2,480 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Midwestern Financial's 13F filing for Q2 2026, filed 13 Aug 2026.