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MidWestOne Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MidWestOne 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
2025
Q4 		$596K Hold
1,972
– – 0.07% 202
2025
Q3 		$587K Sell
1,972
-182
-8% -$52.5K 0.07% 198
2025
Q2 		$597K Sell
2,154
-828
-28% -$213K 0.08% 198
2025
Q1 		$751K Sell
2,982
-499
-14% -$138K 0.11% 178
2024
Q4 		$975K Sell
3,481
-914
-21% -$258K 0.14% 151
2024
Q3 		$1.18M Sell
4,395
-196
-4% -$50.2K 0.16% 137
2024
Q2 		$1.15M Sell
4,591
-263
-5% -$65.6K 0.21% 127
2024
Q1 		$1.27M Sell
4,854
-2,287
-32% -$562K 0.23% 119
2023
Q4 		$1.73M Buy
7,141
+952
+15% +$207K 0.33% 75
2023
Q3 		$1.33M Buy
6,189
+467
+8% +$106K 0.3% 86
2023
Q2 		$1.31M Buy
5,722
+222
+4% +$48.3K 0.28% 91
2023
Q1 		$1.19M Buy
5,500
+460
+9% +$99.4K 0.27% 95
2022
Q4 		$1.01M Buy
5,040
+1,823
+57% +$373K 0.23% 101
2022
Q3 		$628K Buy
3,217
+594
+23% +$127K 0.16% 139
2022
Q2 		$517K Buy
2,623
+455
+21% +$98.6K 0.13% 158
2022
Q1 		$538K Buy
2,168
+110
+5% +$27.1K 0.12% 173
2021
Q4 		$580K Buy
2,058
+34
+2% +$9.75K 0.12% 167
2021
Q3 		$567K Buy
2,024
+131
+7% +$37.5K 0.13% 153
2021
Q2 		$549K Buy
1,893
+52
+3% +$14.5K 0.13% 148
2021
Q1 		$506K Buy
1,841
+114
+7% +$32.1K 0.12% 152
2020
Q4 		$462K Sell
1,727
-263
-13% -$63.6K 0.13% 148
2020
Q3 		$428K Buy
+1,990
New +$420K 0.14% 155
2020
Q2 		– Sell
-1,889
Closed -$284K – 187
2020
Q1 		$284K Buy
1,889
+195
+12% +$36.2K 0.1% 160
2019
Q4 		$336K Buy
+1,694
New +$321K 0.07% 179

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

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

MidWestOne Financial Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q4 2025 at 1,972 shares worth $596K. The position accounts for 0.07% of the portfolio, ranked #202.

MidWestOne Financial Group first reported a position in VBK in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.73M in Q4 2023. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • MidWestOne Financial Group held 1,972 shares of Vanguard Morningstar Small-Cap Growth ETF worth $596K as of Q4 2025.
  • MidWestOne Financial Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of MidWestOne Financial Group's portfolio in Q4 2025, its #202 holding.
  • MidWestOne Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • MidWestOne Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.73M in Q4 2023.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

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