UBS AM
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UBS AM’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

UBS AM’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
Q2 		$17M Sell
56,075
-30,318
-35% -$8.69M ﹤0.01% 1000
2026
Q1 		$22.6M Buy
86,393
+68,302
+378% +$18.5M ﹤0.01% 840
2025
Q4 		$4.67M Buy
+18,091
New +$4.63M ﹤0.01% 1499
2019
Q4 		– Sell
-38,369
Closed -$5.9M – 2827
2019
Q3 		$5.9M Buy
38,369
+1,207
+3% +$187K ﹤0.01% 1143
2019
Q2 		$5.82M Buy
37,162
+123
+0.3% +$19K ﹤0.01% 1146
2019
Q1 		$5.66M Sell
37,039
-9,265
-20% -$1.38M ﹤0.01% 1108
2018
Q4 		$6.11M Buy
46,304
+29,821
+181% +$4.34M 0.01% 1017
2018
Q3 		$2.68M Buy
16,483
+22
+0.1% +$3.56K ﹤0.01% 1384
2018
Q2 		$2.56M Buy
16,461
+122
+0.7% +$18.7K ﹤0.01% 1398
2018
Q1 		$2.4M Buy
16,339
+1,336
+9% +$199K ﹤0.01% 1393
2017
Q4 		$2.22M Buy
15,003
+191
+1% +$27.6K ﹤0.01% 1392
2017
Q3 		$2.09M Buy
14,812
+836
+6% +$114K ﹤0.01% 1386
2017
Q2 		$1.89M Buy
13,976
+3,190
+30% +$428K ﹤0.01% 1391
2017
Q1 		$1.44M Buy
10,786
+4,217
+64% +$558K ﹤0.01% 1484
2016
Q4 		$847K Buy
+6,569
New +$815K ﹤0.01% 1617
2016
Q1 		– Sell
-28,410
Closed -$3.14M – 2664
2015
Q4 		$3.14M Buy
+28,410
New +$3.22M ﹤0.01% 1235
2015
Q1 		– Sell
-14,197
Closed -$1.66M – 2645
2014
Q4 		$1.66M Buy
+14,197
New +$1.62M ﹤0.01% 1404
2014
Q1 		– Sell
-2,406
Closed -$265K – 2596
2013
Q4 		$265K Buy
+2,406
New +$256K ﹤0.01% 2211

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

UBS AM's VB Position: Q2 2026 in Review

UBS AM reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 35% in Q2 2026, selling an estimated $8.69M and leaving 56,075 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #1000.

UBS AM first reported a position in VB in Q4 2013 and has held it in 18 quarters since. The position peaked at $22.6M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • UBS AM held 56,075 shares of Vanguard Morningstar Small-Cap ETF worth $17M as of Q2 2026.
  • UBS AM sold 30,318 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.69M.
  • Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #1000 holding.
  • UBS AM first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2013 and has held it in 18 quarters since.
  • UBS AM's Vanguard Morningstar Small-Cap ETF position peaked at $22.6M in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.