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Lodestar Private Asset Management’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Lodestar Private Asset Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$503K Buy
2,069
+74
+4% +$17.2K 0.04% 160
2026
Q1 		$433K Sell
1,995
-1
-0.1% -$224 0.04% 163
2025
Q4 		$423K Buy
1,996
+2
+0.1% +$419 0.04% 162
2025
Q3 		$416K Sell
1,994
-1
-0.1% -$204 0.04% 165
2025
Q2 		$389K Buy
1,995
+186
+10% +$34.4K 0.04% 165
2025
Q1 		$337K Buy
1,809
+5
+0.3% +$988 0.04% 164
2024
Q4 		$358K Sell
1,804
-30
-2% -$6.16K 0.04% 163
2024
Q3 		$368K Sell
1,834
-8
-0.4% -$1.54K 0.05% 162
2024
Q2 		$336K Buy
1,842
+534
+41% +$98.6K 0.05% 165
2024
Q1 		$251K Buy
1,308
+28
+2% +$5.05K 0.04% 191
2023
Q4 		$230K Buy
1,280
+2
+0.2% +$326 0.04% 188
2023
Q3 		$204K Buy
1,278
+20
+2% +$3.34K 0.03% 192
2023
Q2 		$208K Buy
+1,258
New +$198K 0.03% 189

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Lodestar Private Asset Management increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.7% in Q2 2026, buying an estimated $17.2K and bringing the position to 2,069 shares worth $503K. The position accounts for 0.04% of the portfolio, ranked #160.

Lodestar Private Asset Management first reported a position in VBR in Q2 2023 and has held it in 13 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Lodestar Private Asset Management held 2,069 shares of Vanguard Morningstar Small-Cap Value ETF worth $503K as of Q2 2026.
  • Lodestar Private Asset Management bought 74 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $17.2K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q2 2026, its #160 holding.
  • Lodestar Private Asset Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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