Bank of America
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Bank of America’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Bank of America’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-400,000
Closed -$77.9M – 7800
2020
Q4 		$77.9M Buy
+400,000
New +$70.6M 0.01% 923

Other funds holding VB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America's VB Position: Q1 2026 in Review

Bank of America reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.7% in Q1 2026, selling an estimated $486M and leaving 21,634,424 shares worth $5.67B. The position accounts for 0.41% of the portfolio, ranked #43.

Bank of America first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.04B in Q4 2025. 2,390 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Bank of America held 21,634,424 shares of Vanguard Morningstar Small-Cap ETF worth $5.67B as of Q1 2026.
  • Bank of America sold 1,795,023 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $486M.
  • Vanguard Morningstar Small-Cap ETF made up 0.41% of Bank of America's portfolio in Q1 2026, its #43 holding.
  • Bank of America first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Vanguard Morningstar Small-Cap ETF position peaked at $6.04B in Q4 2025.
  • 2,390 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.