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

Lodestone Wealth 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 		$572K Hold
2,355
– – 0.2% 107
2026
Q1 		$512K Sell
2,355
-121
-5% -$27.1K 0.2% 106
2025
Q4 		$524K Buy
2,476
+2
+0.1% +$419 0.21% 100
2025
Q3 		$516K Buy
2,474
+28
+1% +$5.72K 0.23% 99
2025
Q2 		$477K Buy
2,446
+122
+5% +$22.6K 0.23% 100
2025
Q1 		$433K Buy
2,324
+1
+0% +$198 0.23% 101
2024
Q4 		$460K Hold
2,323
– – 0.23% 101
2024
Q3 		$466K Sell
2,323
-215
-8% -$41.3K 0.23% 93
2024
Q2 		$463K Sell
2,538
-7
-0.3% -$1.29K 0.24% 100
2024
Q1 		$488K Sell
2,545
-22
-0.9% -$3.97K 0.26% 94
2023
Q4 		$462K Sell
2,567
-228
-8% -$37.2K 0.27% 90
2023
Q3 		$446K Sell
2,795
-693
-20% -$116K 0.31% 75
2023
Q2 		$577K Sell
3,488
-1,048
-23% -$165K 0.4% 67
2023
Q1 		$720K Sell
4,536
-9
-0.2% -$1.49K 0.56% 55
2022
Q4 		$722K Buy
+4,545
New +$724K 0.58% 54

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

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

Lodestone Wealth Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 2,355 shares worth $572K. The position accounts for 0.2% of the portfolio, ranked #107.

Lodestone Wealth Management first reported a position in VBR in Q4 2022 and has held it in 15 quarters since. The position peaked at $722K in Q4 2022. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Lodestone Wealth Management held 2,355 shares of Vanguard Morningstar Small-Cap Value ETF worth $572K as of Q2 2026.
  • Lodestone Wealth Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.2% of Lodestone Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $722K in Q4 2022.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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