Zions Bancorporation, National Association’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Zions Bancorporation, National Association’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 Q2	$19K	Hold	78	–	–	﹤0.01%	788
2026 Q1	$16.9K	Hold	78	–	–	﹤0.01%	775
2025 Q4	$16.5K	Hold	78	–	–	﹤0.01%	760
2025 Q3	$16.3K	Hold	78	–	–	﹤0.01%	638
2025 Q2	$15.2K	Hold	78	–	–	﹤0.01%	657
2025 Q1	$14.5K	Buy	+78	New	+$15.4K	﹤0.01%	662

Other funds holding VBR

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

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

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

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

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Zions Bancorporation, National Association's VBR Position: Q2 2026 in Review

Zions Bancorporation, National Association held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 78 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Zions Bancorporation, National Association first reported a position in VBR in Q1 2025 and has held it in 6 quarters since. 1,768 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Zions Bancorporation, National Association held 78 shares of Vanguard Morningstar Small-Cap Value ETF worth $19K as of Q2 2026.
Zions Bancorporation, National Association left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #788 holding.
Zions Bancorporation, National Association first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
1,768 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.