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
2025 Q4	–	Sell	-14,000	Closed	-$1.03M	–	8379
2025 Q3	$1.03M	Sell	14,000 -400	-3%	-$28.7K	﹤0.01%	5305
2025 Q2	$1.01M	Sell	14,400 -30,400	-68%	-$2M	﹤0.01%	5294
2025 Q1	$2.9M	Buy	44,800 +24,000	+115%	+$1.61M	﹤0.01%	4347
2024 Q4	$1.37M	Buy	20,800 +20,400	+5,100%	+$1.38M	﹤0.01%	4763
2024 Q3	$26.4K	Buy	+400	New	+$25.1K	﹤0.01%	6689
2023 Q4	–	Sell	-6,000	Closed	-$312K	–	8246
2023 Q3	$312K	Sell	6,000 -400	-6%	-$21.9K	﹤0.01%	5640
2023 Q2	$352K	Buy	+6,400	New	+$336K	﹤0.01%	5491
2023 Q1	–	Sell	-400	Closed	-$20.4K	–	8302
2022 Q4	$20.4K	Buy	+400	New	+$20.4K	﹤0.01%	6731
2021 Q1	–	Sell	-2,000	Closed	-$103K	–	7809
2020 Q4	$103K	Hold	2,000	–	–	﹤0.01%	5973
2020 Q3	$88K	Buy	+2,000	New	+$87.2K	﹤0.01%	5768
2020 Q2	–	Sell	-10,400	Closed	-$342K	–	7150
2020 Q1	$342K	Buy	10,400 +400	+4%	+$16.6K	﹤0.01%	4777
2019 Q4	$445K	Buy	10,000 +5,200	+108%	+$223K	﹤0.01%	5085
2019 Q3	$201K	Buy	4,800 +800	+20%	+$33.4K	﹤0.01%	5666
2019 Q2	$167K	Buy	4,000 +1,200	+43%	+$49.1K	﹤0.01%	5727
2019 Q1	$113K	Buy	+2,800	New	+$108K	﹤0.01%	5820

Other funds holding VO

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

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

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.