Zions Bancorporation, National Association’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Zions Bancorporation, National Association’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	$1.01M	Hold	3,335	–	–	0.06%	158
2026 Q1	$874K	Buy	3,335 +372	+13%	+$101K	0.06%	188
2025 Q4	$764K	Sell	2,963 -232	-7%	-$59.4K	0.04%	274
2025 Q3	$812K	Hold	3,195	–	–	0.04%	244
2025 Q2	$757K	Hold	3,195	–	–	0.04%	247
2025 Q1	$708K	Buy	+3,195	New	+$763K	0.04%	239

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Zions Bancorporation, National Association's VB Position: Q2 2026 in Review

Zions Bancorporation, National Association held its Vanguard Morningstar Small-Cap ETF (VB) position steady in Q2 2026 at 3,335 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #158.

Zions Bancorporation, National Association first reported a position in VB in Q1 2025 and has held it in 6 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Zions Bancorporation, National Association held 3,335 shares of Vanguard Morningstar Small-Cap ETF worth $1.01M as of Q2 2026.
Zions Bancorporation, National Association left its Vanguard Morningstar Small-Cap ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap ETF made up 0.06% of Zions Bancorporation, National Association's portfolio in Q2 2026, its #158 holding.
Zions Bancorporation, National Association first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2025 and has held it in 6 quarters since.
2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Zions Bancorporation, National Association's 13F filing for Q2 2026, filed 31 Jul 2026.