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Lodestar Private Asset Management’s Vanguard 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
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 $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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 $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Lodestar Private Asset Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 0.05% in Q1 2026, selling an estimated $224 and leaving 1,995 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #163.

Lodestar Private Asset Management first reported a position in VBR in Q2 2023 and has held it in 12 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Lodestar Private Asset Management held 1,995 shares of Vanguard Small-Cap Value ETF worth $433K as of Q1 2026.
  • Lodestar Private Asset Management sold 1 Vanguard Small-Cap Value ETF share in Q1 2026, an estimated $224.
  • Vanguard Small-Cap Value ETF made up 0.04% of Lodestar Private Asset Management's portfolio in Q1 2026, its #163 holding.
  • Lodestar Private Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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