Nicolet Bankshares’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Nicolet Bankshares’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
2026 Q1	$856K	Buy	+3,937	New	+$880K	0.03%	314

Other funds holding VBR

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

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

Nicolet Bankshares's VBR Position: Q1 2026 in Review

Nicolet Bankshares opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q1 2026: 3,937 shares worth $856K. The stake represents 0.03% of the portfolio and ranks #314 among its holdings.

1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

Nicolet Bankshares held 3,937 shares of Vanguard Morningstar Small-Cap Value ETF worth $856K as of Q1 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Nicolet Bankshares position in Q1 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.03% of Nicolet Bankshares's portfolio in Q1 2026, its #314 holding.
1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.