Bank of America’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Bank of America’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.96B	Buy	73,987,186 +1,462,886	+2%	+$113M	0.38%	47
2026 Q1	$5.21B	Buy	72,524,300 +4,160	+0%	+$309K	0.38%	47
2025 Q4	$5.26B	Buy	72,520,140 +2,668,940	+4%	+$194M	0.38%	48
2025 Q3	$5.13B	Buy	69,851,200 +830,100	+1%	+$59.6M	0.35%	50
2025 Q2	$4.83B	Buy	69,021,100 +2,517,720	+4%	+$165M	0.35%	48
2025 Q1	$4.3B	Buy	66,503,380 +268,700	+0.4%	+$18M	0.35%	57
2024 Q4	$4.37B	Buy	66,234,680 +1,938,408	+3%	+$132M	0.37%	52
2024 Q3	$4.24B	Buy	64,296,272 +266,292	+0.4%	+$16.7M	0.34%	51
2024 Q2	$3.88B	Buy	64,029,980 +1,148,656	+2%	+$69.8M	0.34%	55
2024 Q1	$3.93B	Buy	62,881,324 +3,999,432	+7%	+$236M	0.36%	54
2023 Q4	$3.42B	Sell	58,881,892 -611,492	-1%	-$32.7M	0.35%	57
2023 Q3	$3.1B	Buy	59,493,384 +911,364	+2%	+$50M	0.34%	62
2023 Q2	$3.22B	Buy	58,582,020 +665,000	+1%	+$34.9M	0.34%	62
2023 Q1	$3.05B	Sell	57,917,020 -663,772	-1%	-$35.3M	0.31%	68
2022 Q4	$2.98B	Buy	58,580,792 +194,312	+0.3%	+$9.9M	0.34%	61
2022 Q3	$2.74B	Sell	58,386,480 -4,056,016	-6%	-$212M	0.33%	58
2022 Q2	$3.07B	Buy	62,442,496 +2,448,568	+4%	+$132M	0.35%	59
2022 Q1	$3.57B	Buy	59,993,928 +3,067,476	+5%	+$180M	0.35%	57
2021 Q4	$3.63B	Buy	56,926,452 +3,215,832	+6%	+$202M	0.35%	55
2021 Q3	$3.18B	Sell	53,710,620 -2,632,188	-5%	-$159M	0.33%	59
2021 Q2	$3.34B	Buy	56,342,808 +395,232	+0.7%	+$22.9M	0.35%	54
2021 Q1	$3.1B	Buy	55,947,576 +2,453,772	+5%	+$133M	0.35%	57
2020 Q4	$2.77B	Sell	53,493,804 -1,202,868	-2%	-$58.2M	0.36%	61
2020 Q3	$2.41B	Buy	54,696,672 +2,381,196	+5%	+$104M	0.33%	71
2020 Q2	$2.14B	Buy	52,315,476 +1,415,604	+3%	+$54.2M	0.33%	71
2020 Q1	$1.68B	Buy	50,899,872 +10,076,976	+25%	+$417M	0.3%	82
2019 Q4	$1.82B	Buy	40,822,896 +620,704	+2%	+$26.7M	0.26%	92
2019 Q3	$1.68B	Buy	40,202,192 +886,556	+2%	+$37M	0.25%	95
2019 Q2	$1.64B	Buy	39,315,636 +826,380	+2%	+$33.8M	0.25%	94
2019 Q1	$1.55B	Buy	38,489,256 +530,508	+1%	+$20.4M	0.24%	96
2018 Q4	$1.31B	Buy	37,958,748 +3,374,860	+10%	+$127M	0.23%	99
2018 Q3	$1.42B	Buy	34,583,888 +789,532	+2%	+$32.2M	0.22%	104
2018 Q2	$1.33B	Buy	33,794,356 +822,600	+2%	+$32.3M	0.22%	103
2018 Q1	$1.27B	Buy	32,971,756 +1,093,476	+3%	+$43.1M	0.22%	112
2017 Q4	$1.23B	Buy	31,878,280 +787,220	+3%	+$29.7M	0.21%	118
2017 Q3	$1.14B	Buy	31,091,060 +1,132,360	+4%	+$40.8M	0.18%	138
2017 Q2	$1.07B	Buy	29,958,700 +1,353,504	+5%	+$47.8M	0.21%	120
2017 Q1	$996M	Buy	28,605,196 +3,019,128	+12%	+$104M	0.2%	125
2016 Q4	$842M	Buy	25,586,068 +632,616	+3%	+$20.5M	0.18%	133
2016 Q3	$807M	Sell	24,953,452 -123,644	-0.5%	-$3.97M	0.18%	141
2016 Q2	$775M	Sell	25,077,096 -9,065,800	-27%	-$277M	0.18%	133
2016 Q1	$1.03B	Buy	34,142,896 +7,963,408	+30%	+$225M	0.25%	96
2015 Q4	$786M	Buy	26,179,488 +620,916	+2%	+$18.9M	0.19%	123
2015 Q3	$745M	Buy	25,558,572 +4,023,280	+19%	+$125M	0.19%	125
2015 Q2	$686M	Buy	21,535,292 +1,336,460	+7%	+$43.4M	0.22%	92
2015 Q1	$670M	Buy	20,198,832 +1,007,348	+5%	+$31.7M	0.23%	95
2014 Q4	$593M	Buy	19,191,484 +2,575,052	+15%	+$77.6M	0.21%	87
2014 Q3	$487M	Buy	16,616,432 +11,748	+0.1%	+$349K	0.16%	139
2014 Q2	$493M	Buy	16,604,684 +2,704,808	+19%	+$77.2M	0.16%	140
2014 Q1	$395M	Buy	13,899,876 +1,238,912	+10%	+$34.4M	0.15%	156
2013 Q4	$348M	Buy	12,660,964 +1,127,740	+10%	+$30M	0.13%	184
2013 Q3	$295M	Buy	11,533,224 +1,027,356	+10%	+$25.8M	0.12%	182
2013 Q2	$250M	Buy	+10,505,868	New	+$249M	0.11%	186

Other funds holding VO

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return

Bank of America's VO Position: Q2 2026 in Review

Bank of America increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2% in Q2 2026, buying an estimated $113M and bringing the position to 73,987,186 shares worth $5.96B. The position accounts for 0.38% of the portfolio, ranked #47.

Bank of America first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,474 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Bank of America held 73,987,186 shares of Vanguard Morningstar Mid-Cap ETF worth $5.96B as of Q2 2026.
Bank of America bought 1,462,886 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $113M.
Vanguard Morningstar Mid-Cap ETF made up 0.38% of Bank of America's portfolio in Q2 2026, its #47 holding.
Bank of America first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.