MFG
VBR icon

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

MidWestOne 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
2025
Q4 		$508K Hold
2,397
– – 0.06% 209
2025
Q3 		$500K Sell
2,397
-179
-7% -$36.6K 0.06% 207
2025
Q2 		$502K Sell
2,576
-460
-15% -$85.1K 0.07% 207
2025
Q1 		$566K Sell
3,036
-212
-7% -$41.9K 0.08% 194
2024
Q4 		$644K Sell
3,248
-1,133
-26% -$233K 0.09% 190
2024
Q3 		$880K Sell
4,381
-1,558
-26% -$299K 0.12% 169
2024
Q2 		$1.08M Sell
5,939
-371
-6% -$68.5K 0.2% 134
2024
Q1 		$1.21M Sell
6,310
-2,812
-31% -$507K 0.22% 124
2023
Q4 		$1.64M Buy
9,122
+1,574
+21% +$257K 0.31% 80
2023
Q3 		$1.2M Buy
7,548
+927
+14% +$155K 0.27% 99
2023
Q2 		$1.1M Buy
6,621
+249
+4% +$39.2K 0.24% 111
2023
Q1 		$1.01M Buy
6,372
+841
+15% +$139K 0.23% 116
2022
Q4 		$878K Buy
5,531
+1,829
+49% +$291K 0.2% 124
2022
Q3 		$531K Buy
3,702
+937
+34% +$149K 0.14% 149
2022
Q2 		$414K Buy
2,765
+443
+19% +$72.6K 0.1% 175
2022
Q1 		$409K Buy
2,322
+1,042
+81% +$181K 0.09% 190
2021
Q4 		$229K Sell
1,280
-93
-7% -$16.5K 0.05% 227
2021
Q3 		$232K Buy
1,373
+56
+4% +$9.59K 0.05% 217
2021
Q2 		$229K Buy
1,317
+7
+0.5% +$1.21K 0.05% 213
2021
Q1 		$217K Buy
+1,310
New +$206K 0.05% 205
2019
Q3 		– Sell
-2,414
Closed -$315K – 250
2019
Q2 		$315K Buy
+2,414
New +$314K 0.09% 203

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MidWestOne Financial Group held its Vanguard Small-Cap Value ETF (VBR) position steady in Q4 2025 at 2,397 shares worth $508K. The position accounts for 0.06% of the portfolio, ranked #209.

MidWestOne Financial Group first reported a position in VBR in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.64M in Q4 2023. 1,654 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • MidWestOne Financial Group held 2,397 shares of Vanguard Small-Cap Value ETF worth $508K as of Q4 2025.
  • MidWestOne Financial Group left its Vanguard Small-Cap Value ETF share count unchanged in Q4 2025.
  • Vanguard Small-Cap Value ETF made up 0.06% of MidWestOne Financial Group's portfolio in Q4 2025, its #209 holding.
  • MidWestOne Financial Group first reported a position in Vanguard Small-Cap Value ETF in Q2 2019 and has held it in 21 quarters since.
  • MidWestOne Financial Group's Vanguard Small-Cap Value ETF position peaked at $1.64M in Q4 2023.
  • 1,654 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q4 2025.

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