Lodestar Private Asset Management’s Vanguard Small-Cap ETF VB Stock Holding History

Lodestar Private Asset Management’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	$1.59M	Buy	6,070 +363	+6%	+$98.2K	0.16%	84
2025 Q4	$1.47M	Sell	5,707 -83	-1%	-$21.3K	0.15%	85
2025 Q3	$1.47M	Buy	5,790 +427	+8%	+$106K	0.15%	86
2025 Q2	$1.27M	Buy	5,363 +1,165	+28%	+$260K	0.15%	86
2025 Q1	$931K	Buy	4,198 +70	+2%	+$16.7K	0.12%	102
2024 Q4	$992K	Buy	4,128 +117	+3%	+$28.8K	0.12%	99
2024 Q3	$951K	Sell	4,011 -16	-0.4%	-$3.64K	0.12%	100
2024 Q2	$878K	Sell	4,027 -7	-0.2%	-$1.54K	0.12%	102
2024 Q1	$922K	Buy	4,034 +16	+0.4%	+$3.44K	0.13%	101
2023 Q4	$857K	Buy	4,018 +29	+0.7%	+$5.59K	0.13%	100
2023 Q3	$754K	Sell	3,989 -335	-8%	-$66.7K	0.13%	101
2023 Q2	$860K	Sell	4,324 -32	-0.7%	-$6.05K	0.14%	97
2023 Q1	$826K	Sell	4,356 -353	-7%	-$68.5K	0.15%	98
2022 Q4	$864K	Buy	+4,709	New	+$873K	0.17%	95

Other funds holding VB

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Lodestar Private Asset Management's VB Position: Q1 2026 in Review

Lodestar Private Asset Management increased its Vanguard Small-Cap ETF (VB) stake by 6.4% in Q1 2026, buying an estimated $98.2K and bringing the position to 6,070 shares worth $1.59M. The position accounts for 0.16% of the portfolio, ranked #84.

Lodestar Private Asset Management first reported a position in VB in Q4 2022 and has held it in 14 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Lodestar Private Asset Management held 6,070 shares of Vanguard Small-Cap ETF worth $1.59M as of Q1 2026.
Lodestar Private Asset Management bought 363 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $98.2K.
Vanguard Small-Cap ETF made up 0.16% of Lodestar Private Asset Management's portfolio in Q1 2026, its #84 holding.
Lodestar Private Asset Management first reported a position in Vanguard Small-Cap ETF in Q4 2022 and has held it in 14 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Lodestar Private Asset Management's 13F filing for Q1 2026, filed 27 Apr 2026.