LAM
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LOM Asset Management’s Vanguard Small-Cap Value ETF VBR Stock Holding History

LOM 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 		$4.32M Buy
19,880
+244
+1% +$54.5K 1.24% 20
2025
Q4 		$4.16M Buy
19,636
+846
+5% +$177K 1.2% 19
2025
Q3 		$3.92M Sell
18,790
-50
-0.3% -$10.2K 1.2% 21
2025
Q2 		$3.67M Buy
+18,840
New +$3.49M 1.24% 22

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

LOM Asset Management's VBR Position: Q1 2026 in Review

LOM Asset Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 1.2% in Q1 2026, buying an estimated $54.5K and bringing the position to 19,880 shares worth $4.32M. The position accounts for 1.24% of the portfolio, ranked #20.

LOM Asset Management first reported a position in VBR in Q2 2025 and has held it in 4 quarters since. 1,700 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • LOM Asset Management held 19,880 shares of Vanguard Small-Cap Value ETF worth $4.32M as of Q1 2026.
  • LOM Asset Management bought 244 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $54.5K.
  • Vanguard Small-Cap Value ETF made up 1.24% of LOM Asset Management's portfolio in Q1 2026, its #20 holding.
  • LOM Asset Management first reported a position in Vanguard Small-Cap Value ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,700 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

Based on LOM Asset Management's 13F filing for Q1 2026, filed 5 May 2026.