Morgan Stanley’s Vanguard Small-Cap ETF VB Stock Holding History

Morgan Stanley’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
2026 Q1	$2.11B	Buy	8,041,306 +176,763	+2%	+$47.8M	0.13%	138
2025 Q4	$2.03B	Buy	7,864,543 +84,999	+1%	+$21.8M	0.12%	144
2025 Q3	$1.98B	Buy	7,779,544 +34,622	+0.4%	+$8.59M	0.12%	147
2025 Q2	$1.84B	Buy	7,744,922 +88,846	+1%	+$19.8M	0.12%	153
2025 Q1	$1.7B	Buy	7,656,076 +115,628	+2%	+$27.6M	0.12%	151
2024 Q4	$1.81B	Buy	7,540,448 +200,584	+3%	+$49.4M	0.13%	141
2024 Q3	$1.74B	Buy	7,339,864 +155,228	+2%	+$35.3M	0.13%	145
2024 Q2	$1.57B	Sell	7,184,636 -2,856	-0%	-$627K	0.12%	159
2024 Q1	$1.64B	Sell	7,187,492 -6,848,100	-49%	-$1.47B	0.13%	144
2023 Q4	$2.99B	Buy	14,035,592 +7,108,356	+103%	+$1.37B	0.13%	144
2023 Q3	$1.31B	Buy	6,927,236 +191,676	+3%	+$38.2M	0.13%	143
2023 Q2	$1.34B	Buy	6,735,560 +266,920	+4%	+$50.4M	0.13%	143
2023 Q1	$1.23B	Buy	6,468,640 +96,775	+2%	+$18.8M	0.13%	151
2022 Q4	$1.17B	Sell	6,371,865 -98,486	-2%	-$18.3M	0.13%	153
2022 Q3	$1.11B	Buy	6,470,351 +82,914	+1%	+$15.7M	0.15%	134
2022 Q2	$1.12B	Buy	6,387,437 +202,671	+3%	+$39.1M	0.15%	141
2022 Q1	$1.31B	Buy	6,184,766 +76,471	+1%	+$16.1M	0.18%	125
2021 Q4	$1.38B	Buy	6,108,295 +196,379	+3%	+$44.6M	0.17%	132
2021 Q3	$1.29B	Buy	5,911,916 +193,330	+3%	+$43M	0.17%	135
2021 Q2	$1.29B	Sell	5,718,586 -236,253	-4%	-$52.4M	0.17%	137
2021 Q1	$1.27B	Sell	5,954,839 -81,045	-1%	-$17.1M	0.19%	132
2020 Q4	$1.18B	Buy	6,035,884 +279,042	+5%	+$49.2M	0.18%	132
2020 Q3	$885M	Buy	5,756,842 +157,897	+3%	+$24.3M	0.17%	137
2020 Q2	$816M	Buy	5,598,945 +413,623	+8%	+$55.5M	0.18%	127
2020 Q1	$599M	Buy	5,185,322 +1,050,590	+25%	+$158M	0.16%	136
2019 Q4	$685M	Buy	4,134,732 +55,130	+1%	+$8.78M	0.16%	131
2019 Q3	$628M	Sell	4,079,602 -65,742	-2%	-$10.2M	0.17%	134
2019 Q2	$649M	Buy	4,145,344 +67,277	+2%	+$10.4M	0.17%	129
2019 Q1	$623M	Sell	4,078,067 -39,866	-1%	-$5.93M	0.18%	125
2018 Q4	$544M	Sell	4,117,933 -114,294	-3%	-$16.6M	0.16%	136
2018 Q3	$688M	Sell	4,232,227 -348,001	-8%	-$56.3M	0.17%	124
2018 Q2	$713M	Buy	4,580,228 +359,569	+9%	+$55M	0.19%	113
2018 Q1	$620M	Buy	4,220,659 +24,072	+0.6%	+$3.59M	0.17%	118
2017 Q4	$620M	Sell	4,196,587 -74,418	-2%	-$10.8M	0.17%	124
2017 Q3	$604M	Buy	4,271,005 +81,883	+2%	+$11.2M	0.18%	122
2017 Q2	$568M	Buy	4,189,122 +26,662	+0.6%	+$3.57M	0.17%	131
2017 Q1	$555M	Buy	4,162,460 +214,458	+5%	+$28.4M	0.17%	128
2016 Q4	$509M	Buy	3,948,002 +311,855	+9%	+$38.7M	0.17%	134
2016 Q3	$444M	Buy	3,636,147 +183,166	+5%	+$22.2M	0.15%	144
2016 Q2	$399M	Sell	3,452,981 -181,082	-5%	-$20.6M	0.14%	158
2016 Q1	$405M	Sell	3,634,063 -813,646	-18%	-$84.3M	0.16%	151
2015 Q4	$492M	Buy	4,447,709 +352,685	+9%	+$40M	0.18%	131
2015 Q3	$442M	Buy	4,095,024 +158,828	+4%	+$18.6M	0.16%	140
2015 Q2	$478M	Buy	3,936,196 +289,375	+8%	+$35.5M	0.17%	145
2015 Q1	$447M	Buy	3,646,821 +681,456	+23%	+$80.7M	0.16%	146
2014 Q4	$346M	Buy	2,965,365 +408,668	+16%	+$46.5M	0.13%	189
2014 Q3	$283M	Buy	2,556,697 +47,007	+2%	+$5.38M	0.11%	217
2014 Q2	$294M	Buy	2,509,690 +29,905	+1%	+$3.35M	0.12%	207
2014 Q1	$280M	Buy	2,479,785 +107,916	+5%	+$12M	0.12%	203
2013 Q4	$261M	Sell	2,371,869 -1,417,964	-37%	-$151M	0.11%	209
2013 Q3	$388M	Buy	3,789,833 +2,058,654	+119%	+$205M	0.18%	124
2013 Q2	$162M	Buy	+1,731,179	New	+$160M	0.08%	283

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Morgan Stanley's VB Position: Q1 2026 in Review

Morgan Stanley increased its Vanguard Small-Cap ETF (VB) stake by 2.2% in Q1 2026, buying an estimated $47.8M and bringing the position to 8,041,306 shares worth $2.11B. The position accounts for 0.13% of the portfolio, ranked #138.

Morgan Stanley first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.99B in Q4 2023. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Morgan Stanley held 8,041,306 shares of Vanguard Small-Cap ETF worth $2.11B as of Q1 2026.
Morgan Stanley bought 176,763 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $47.8M.
Vanguard Small-Cap ETF made up 0.13% of Morgan Stanley's portfolio in Q1 2026, its #138 holding.
Morgan Stanley first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
Morgan Stanley's Vanguard Small-Cap ETF position peaked at $2.99B in Q4 2023.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.