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

Lowe Brockenbrough & Co’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 		$23.3K Hold
96
– – ﹤0.01% 316
2026
Q1 		$20.9K Hold
96
– – ﹤0.01% 313
2025
Q4 		$20.3K Buy
96
+62
+182% +$13K ﹤0.01% 314
2025
Q3 		$7.1K Hold
34
– – ﹤0.01% 327
2025
Q2 		$6.63K Buy
+34
New +$6.29K ﹤0.01% 309

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

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

Lowe Brockenbrough & Co held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 96 shares worth $23.3K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Lowe Brockenbrough & Co first reported a position in VBR in Q2 2025 and has held it in 5 quarters since. 1,765 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Lowe Brockenbrough & Co held 96 shares of Vanguard Morningstar Small-Cap Value ETF worth $23.3K as of Q2 2026.
  • Lowe Brockenbrough & Co left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #316 holding.
  • Lowe Brockenbrough & Co first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,765 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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