MidWestOne Financial Group, Inc. quarter change: USA ETF, Added
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, MidWestOne Financial Group, Inc. opened 11 positions, added to 28, reduced 21, sold out of 12 and left 23 unchanged. The largest increase in value was SPYM (+$24,795,120); the largest decrease was SPYM (-$23,646,381).
- MUB: Country of operation —; Class NATIONAL MUN ETF; Shares 2025-09-30 45,929; Shares 2025-12-31 227,052.
- VCSH: Country of operation —; Class SHRT TRM CORP BD; Shares 2025-09-30 132,517; Shares 2025-12-31 178,381.
- SCHB: Country of operation —; Class US BRD MKT ETF; Shares 2025-09-30 604,715; Shares 2025-12-31 720,616.
- JMUB: Country of operation —; Class MUNICIPAL ETF; Shares 2025-09-30 4,042; Shares 2025-12-31 44,531.
Two Form 13F-HR filings compared (SEC CIK 1412665): 2025-09-30 (filed 2025-11-06) and 2025-12-31 (filed 2026-02-12). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
|---|---|---|---|---|---|---|---|---|
| MUB ISHARES TR | NATIONAL MUN ETF | 45,929 | 227,052 | +181,123 | $4,890,979 | $24,319,540 | +$19,428,561 | |
| VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 132,517 | 178,381 | +45,864 | $10,592,084 | $14,222,317 | +$3,630,233 | |
| SCHB SCHWAB STRATEGIC TR | US BRD MKT ETF | 604,715 | 720,616 | +115,901 | $15,547,223 | $18,901,758 | +$3,354,535 | |
| JMUB J P MORGAN EXCHANGE TRADED F | MUNICIPAL ETF | 4,042 | 44,531 | +40,489 | $204,000 | $2,248,816 | +$2,044,816 | |
| SCHV SCHWAB STRATEGIC TR | US LCAP VA ETF | 1,149,962 | 1,189,268 | +39,306 | $33,475,394 | $35,214,225 | +$1,738,831 | |
| IEFA ISHARES TR | CORE MSCI EAFE | 260,725 | 268,262 | +7,537 | $22,763,900 | $23,998,718 | +$1,234,818 | |
| SPDW SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 90,875 | 105,611 | +14,736 | $3,888,541 | $4,690,185 | +$801,644 | |
| VONG VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 261,257 | 264,062 | +2,805 | $31,481,469 | $32,149,549 | +$668,080 | |
| MLN VANECK ETF TRUST | LONG MUNI ETF | 338,220 | 369,222 | +31,002 | $5,912,086 | $6,472,831 | +$560,745 | |
| EMB ISHARES TR | JPMORGAN USD EMG | 25,033 | 29,835 | +4,802 | $2,382,891 | $2,872,514 | +$489,623 | |
| JPLD J P MORGAN EXCHANGE TRADED F | JPMORGAM LTD DUR | 37,588 | 43,841 | +6,253 | $1,972,430 | $2,294,577 | +$322,147 | |
| VCIT VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 52,736 | 56,665 | +3,929 | $4,435,625 | $4,745,694 | +$310,069 | |
| MBB ISHARES TR | MBS ETF | 18,440 | 21,334 | +2,894 | $1,754,566 | $2,031,423 | +$276,857 | |
| VTI VANGUARD INDEX FDS | TOTAL STK MKT | 1,111 | 1,706 | +595 | $364,597 | $571,971 | +$207,374 | |
| VO VANGUARD INDEX FDS | MID CAP ETF | 13,854 | 14,734 | +880 | $4,069,474 | $4,276,101 | +$206,627 | |
| VT VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 7,166 | 8,156 | +990 | $987,475 | $1,150,485 | +$163,010 | |
| HDEF DBX ETF TR | XTRACK MSCI EAFE | 54,256 | 55,295 | +1,039 | $1,596,212 | $1,713,592 | +$117,380 | |
| SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 56,098 | 59,826 | +3,728 | $1,531,475 | $1,641,027 | +$109,552 | |
| VOE VANGUARD INDEX FDS | MCAP VL IDXVIP | 9,586 | 9,910 | +324 | $1,673,524 | $1,757,737 | +$84,213 | |
| BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 4,370 | 5,408 | +1,038 | $324,997 | $400,571 | +$75,574 | |
| VTWV VANGUARD SCOTTSDALE FDS | VNG RUS2000VAL | 8,221 | 8,482 | +261 | $1,281,407 | $1,356,526 | +$75,119 | |
| IUSG ISHARES TR | CORE S&P US GWT | 16,017 | 16,137 | +120 | $2,635,437 | $2,710,048 | +$74,611 | |
| REET ISHARES TR | GLOBAL REIT ETF | 39,888 | 43,071 | +3,183 | $1,019,537 | $1,074,621 | +$55,084 | |
| VB VANGUARD INDEX FDS | SMALL CP ETF | 9,279 | 9,311 | +32 | $2,359,464 | $2,401,772 | +$42,308 | |
| JEPQ J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 34,821 | 35,161 | +340 | $2,002,904 | $2,043,557 | +$40,653 | |
| VWO VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 9,693 | 10,468 | +775 | $525,167 | $562,760 | +$37,593 | |
| VTWG VANGUARD SCOTTSDALE FDS | VNG RUS2000GRW | 4,805 | 4,909 | +104 | $1,123,306 | $1,158,475 | +$35,169 | |
| DIVO AMPLIFY ETF TR | CWP ENHANCED DIV | 75,436 | 76,312 | +876 | $3,362,183 | $3,395,884 | +$33,701 |
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