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Lodestone Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lodestone Wealth 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 		$580K Sell
1,914
-31
-2% -$8.88K 0.2% 104
2026
Q1 		$509K Buy
1,945
+1
+0.1% +$271 0.2% 107
2025
Q4 		$501K Buy
1,944
+3
+0.2% +$769 0.2% 105
2025
Q3 		$494K Buy
1,941
+1
+0.1% +$248 0.22% 102
2025
Q2 		$460K Hold
1,940
– – 0.22% 102
2025
Q1 		$430K Buy
1,940
+2
+0.1% +$478 0.23% 102
2024
Q4 		$466K Buy
1,938
+3
+0.2% +$738 0.23% 99
2024
Q3 		$459K Sell
1,935
-14
-0.7% -$3.18K 0.23% 94
2024
Q2 		$425K Sell
1,949
-15
-0.8% -$3.29K 0.22% 104
2024
Q1 		$449K Sell
1,964
-37
-2% -$7.96K 0.24% 101
2023
Q4 		$427K Buy
2,001
+360
+22% +$69.4K 0.25% 93
2023
Q3 		$310K Sell
1,641
-115
-7% -$22.9K 0.22% 101
2023
Q2 		$349K Sell
1,756
-11
-0.6% -$2.08K 0.24% 100
2023
Q1 		$335K Sell
1,767
-23
-1% -$4.46K 0.26% 93
2022
Q4 		$329K Buy
+1,790
New +$332K 0.27% 86

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lodestone Wealth Management's VB Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 1.6% in Q2 2026, selling an estimated $8.88K and leaving 1,914 shares worth $580K. The position accounts for 0.2% of the portfolio, ranked #104.

Lodestone Wealth Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Lodestone Wealth Management held 1,914 shares of Vanguard Morningstar Small-Cap ETF worth $580K as of Q2 2026.
  • Lodestone Wealth Management sold 31 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $8.88K.
  • Vanguard Morningstar Small-Cap ETF made up 0.2% of Lodestone Wealth Management's portfolio in Q2 2026, its #104 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.