LWM
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Lodestone Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Lodestone Wealth 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 		$5.85K Hold
16
– – ﹤0.01% 582
2026
Q1 		$4.84K Hold
16
– – ﹤0.01% 589
2025
Q4 		$4.83K Buy
+16
New +$4.83K ﹤0.01% 585

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Lodestone Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 16 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #582.

Lodestone Wealth Management first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Lodestone Wealth Management held 16 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.85K as of Q2 2026.
  • Lodestone Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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