Wells Fargo’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Wells Fargo’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
2023 Q3	–	Sell	-600	Closed	-$119K	–	7697
2023 Q2	$119K	Buy	+600	New	+$113K	﹤0.01%	4926
2021 Q1	–	Sell	-5,300	Closed	-$11K	–	7419
2020 Q4	$11K	Hold	5,300	–	–	﹤0.01%	6008
2020 Q3	$52K	Buy	+5,300	New	+$814K	﹤0.01%	5496
2020 Q1	–	Sell	-5,800	Closed	-$15K	–	6851
2019 Q4	$15K	Sell	5,800 -100	-2%	-$15.9K	﹤0.01%	5806
2019 Q3	$16K	Buy	5,900 +2,800	+90%	+$434K	﹤0.01%	5858
2019 Q2	$7K	Hold	3,100	–	–	﹤0.01%	5986
2019 Q1	$6K	Buy	+3,100	New	+$461K	﹤0.01%	5720

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

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

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wells Fargo's VB Position: Q2 2026 in Review

Wells Fargo reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 15% in Q2 2026, selling an estimated $260M and leaving 5,112,663 shares worth $1.55B. The position accounts for 0.25% of the portfolio, ranked #81.

Wells Fargo first reported a position in VB in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.58B in Q1 2026. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Wells Fargo held 5,112,663 shares of Vanguard Morningstar Small-Cap ETF worth $1.55B as of Q2 2026.
Wells Fargo sold 908,729 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $260M.
Vanguard Morningstar Small-Cap ETF made up 0.25% of Wells Fargo's portfolio in Q2 2026, its #81 holding.
Wells Fargo first reported a position in Vanguard Morningstar Small-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Wells Fargo's Vanguard Morningstar Small-Cap ETF position peaked at $1.58B in Q1 2026.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.