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Lowe Brockenbrough & Co’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lowe Brockenbrough & Co’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 		$2M Sell
6,607
-17
-0.3% -$4.87K 0.09% 135
2026
Q1 		$1.73M Sell
6,624
-17
-0.3% -$4.6K 0.09% 138
2025
Q4 		$1.71M Sell
6,641
-62
-0.9% -$15.9K 0.08% 135
2025
Q3 		$1.7M Sell
6,703
-65
-1% -$16.1K 0.09% 134
2025
Q2 		$1.6M Buy
6,768
+1,843
+37% +$411K 0.09% 134
2025
Q1 		$1.09M Buy
4,925
+91
+2% +$21.7K 0.07% 166
2024
Q4 		$1.16M Sell
4,834
-71
-1% -$17.5K 0.07% 163
2024
Q3 		$1.17M Buy
4,905
+1,751
+56% +$398K 0.07% 169
2024
Q2 		$690K Sell
3,154
-258
-8% -$56.7K 0.05% 195
2024
Q1 		$780K Buy
3,412
+90
+3% +$19.4K 0.05% 195
2023
Q4 		$709K Buy
3,322
+1,149
+53% +$221K 0.05% 198
2023
Q3 		$411K Hold
2,173
– – 0.03% 224
2023
Q2 		$432K Buy
2,173
+578
+36% +$109K 0.03% 221
2023
Q1 		$302K Sell
1,595
-20
-1% -$3.88K 0.02% 236
2022
Q4 		$296K Hold
1,615
– – 0.03% 234
2022
Q3 		$276K Buy
1,615
+201
+14% +$38K 0.03% 231
2022
Q2 		$249K Sell
1,414
-456
-24% -$88.1K 0.02% 245
2022
Q1 		$397K Buy
1,870
+910
+95% +$192K 0.03% 223
2021
Q4 		$217K Hold
960
– – 0.02% 245
2021
Q3 		$210K Sell
960
-83
-8% -$18.5K 0.02% 265
2021
Q2 		$235K Hold
1,043
– – 0.02% 213
2021
Q1 		$223K Buy
+1,043
New +$220K 0.02% 210

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

Lowe Brockenbrough & Co's VB Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.26% in Q2 2026, selling an estimated $4.87K and leaving 6,607 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #135.

Lowe Brockenbrough & Co first reported a position in VB in Q1 2021 and has held it in 22 quarters since. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Lowe Brockenbrough & Co held 6,607 shares of Vanguard Morningstar Small-Cap ETF worth $2M as of Q2 2026.
  • Lowe Brockenbrough & Co sold 17 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $4.87K.
  • Vanguard Morningstar Small-Cap ETF made up 0.09% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #135 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.