Lodestar Private Asset Management’s Vanguard Morningstar 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 Q2	$1.97M	Buy	6,491 +421	+7%	+$121K	0.17%	80
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 $1.55T 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

Lodestar Private Asset Management's VB Position: Q2 2026 in Review

Lodestar Private Asset Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.9% in Q2 2026, buying an estimated $121K and bringing the position to 6,491 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #80.

Lodestar Private Asset Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Lodestar Private Asset Management held 6,491 shares of Vanguard Morningstar Small-Cap ETF worth $1.97M as of Q2 2026.
Lodestar Private Asset Management bought 421 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $121K.
Vanguard Morningstar Small-Cap ETF made up 0.17% of Lodestar Private Asset Management's portfolio in Q2 2026, its #80 holding.
Lodestar Private Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lodestar Private Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.