Lodestar Private Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Lodestar Private Asset Management’s Portfolio VBK Stock Details VBK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$279K	Sell	762 -2	-0.3%	-$681	0.02%	197
2026 Q1	$231K	Hold	764	–	–	0.02%	222
2025 Q4	$231K	Buy	764 +1	+0.1%	+$302	0.02%	214
2025 Q3	$227K	Hold	763	–	–	0.02%	213
2025 Q2	$211K	Buy	+763	New	+$196K	0.02%	215

Other funds holding VBK

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Lodestar Private Asset Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.26% in Q2 2026, selling an estimated $681 and leaving 762 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #197.

Lodestar Private Asset Management first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Lodestar Private Asset Management held 762 shares of Vanguard Morningstar Small-Cap Growth ETF worth $279K as of Q2 2026.
Lodestar Private Asset Management sold 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $681.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Lodestar Private Asset Management's portfolio in Q2 2026, its #197 holding.
Lodestar Private Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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