BSC
VB icon

BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.66M Buy
+6,356
New +$1.72M 0.08% 276
2025
Q3 		$340K Buy
+1,336
New +$331K 0.02% 611
2025
Q1 		$295K Buy
+1,332
New +$318K 0.02% 597

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 $765B AUM 28.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $468B AUM 17.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

BOLTON SECURITIES CORPORATION's VB Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026: 6,356 shares worth $1.66M. The stake represents 0.08% of the portfolio and ranks #276 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VB as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VB in Q1 2025 and has held it in 3 quarters since. 2,410 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 6,356 shares of Vanguard Morningstar Small-Cap ETF worth $1.66M as of Q1 2026.
  • Vanguard Morningstar Small-Cap ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Morningstar Small-Cap ETF made up 0.08% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #276 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 3 quarters since.
  • 2,410 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.