MidWestOne Financial Group’s Vanguard Small-Cap ETF VB Stock Holding History

MidWestOne Financial Group’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
2025 Q4	$2.4M	Buy	9,311 +32	+0.3%	+$8.2K	0.27%	77
2025 Q3	$2.36M	Buy	9,279 +1,608	+21%	+$399K	0.29%	80
2025 Q2	$1.82M	Sell	7,671 -87	-1%	-$19.4K	0.24%	94
2025 Q1	$1.72M	Hold	7,758	–	–	0.24%	89
2024 Q4	$1.86M	Sell	7,758 -100	-1%	-$24.6K	0.26%	80
2024 Q3	$1.86M	Sell	7,858 -385	-5%	-$87.5K	0.26%	86
2024 Q2	$1.8M	Hold	8,243	–	–	0.32%	77
2024 Q1	$1.88M	Buy	8,243 +269	+3%	+$57.9K	0.34%	79
2023 Q4	$1.7M	Buy	7,974 +1,231	+18%	+$237K	0.32%	77
2023 Q3	$1.27M	Buy	6,743 +4,953	+277%	+$987K	0.29%	91
2023 Q2	$356K	Hold	1,790	–	–	0.08%	215
2023 Q1	$339K	Sell	1,790 -176	-9%	-$34.1K	0.08%	207
2022 Q4	$361K	Buy	1,966 +514	+35%	+$95.3K	0.08%	202
2022 Q3	$248K	Hold	1,452	–	–	0.06%	212
2022 Q2	$256K	Hold	1,452	–	–	0.06%	207
2022 Q1	$309K	Hold	1,452	–	–	0.07%	209
2021 Q4	$328K	Hold	1,452	–	–	0.07%	207
2021 Q3	$318K	Hold	1,452	–	–	0.07%	193
2021 Q2	$327K	Buy	+1,452	New	+$322K	0.08%	187

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Align Financial Hermantown, Minnesota $176M AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

MidWestOne Financial Group's VB Position: Q4 2025 in Review

MidWestOne Financial Group increased its Vanguard Small-Cap ETF (VB) stake by 0.34% in Q4 2025, buying an estimated $8.2K and bringing the position to 9,311 shares worth $2.4M. The position accounts for 0.27% of the portfolio, ranked #77.

MidWestOne Financial Group first reported a position in VB in Q2 2021 and has held it in 19 quarters since. 2,366 funds tracked by Wall St. Rank hold VB as of Q4 2025.

MidWestOne Financial Group held 9,311 shares of Vanguard Small-Cap ETF worth $2.4M as of Q4 2025.
MidWestOne Financial Group bought 32 Vanguard Small-Cap ETF shares in Q4 2025, an estimated $8.2K.
Vanguard Small-Cap ETF made up 0.27% of MidWestOne Financial Group's portfolio in Q4 2025, its #77 holding.
MidWestOne Financial Group first reported a position in Vanguard Small-Cap ETF in Q2 2021 and has held it in 19 quarters since.
2,366 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2025.

Based on MidWestOne Financial Group's 13F filing for Q4 2025, filed 12 Feb 2026.