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Lowe Brockenbrough & Co’s Vanguard 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
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 $1.37T 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 $3.51B AUM 13.98% 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

Lowe Brockenbrough & Co's VBR Position: Q1 2026 in Review

Lowe Brockenbrough & Co held its Vanguard Small-Cap Value ETF (VBR) position steady in Q1 2026 at 96 shares worth $20.9K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Lowe Brockenbrough & Co 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.

  • Lowe Brockenbrough & Co held 96 shares of Vanguard Small-Cap Value ETF worth $20.9K as of Q1 2026.
  • Lowe Brockenbrough & Co left its Vanguard Small-Cap Value ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Value ETF made up ﹤0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #313 holding.
  • Lowe Brockenbrough & Co 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 Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.