Bank of America
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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
2021
Q1 		– Sell
-1,600,000
Closed -$82.7M – 7808
2020
Q4 		$82.7M Buy
+1,600,000
New +$77.5M 0.01% 903

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.01% in Q1 2026, buying an estimated $309K and bringing the position to 72,524,300 shares worth $5.21B. 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 52 quarters since. The position peaked at $5.26B in Q4 2025. 2,393 funds tracked by Wall St. Rank hold VO as of Q1 2026.

  • Bank of America held 72,524,300 shares of Vanguard Morningstar Mid-Cap ETF worth $5.21B as of Q1 2026.
  • Bank of America bought 4,160 Vanguard Morningstar Mid-Cap ETF shares in Q1 2026, an estimated $309K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.38% of Bank of America's portfolio in Q1 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 52 quarters since.
  • Bank of America's Vanguard Morningstar Mid-Cap ETF position peaked at $5.26B in Q4 2025.
  • 2,393 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2026.

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