Lowe Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$1.53K	Buy	+6	New	+$1.49K	﹤0.01%	349

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Lowe Wealth Advisors's VB Position: Q3 2025 in Review

Lowe Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap ETF (VB) in Q3 2025: 6 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings.

2,197 funds tracked by Wall St. Rank hold VB as of Q3 2025.

Lowe Wealth Advisors held 6 shares of Vanguard Morningstar Small-Cap ETF worth $1.53K as of Q3 2025.
Vanguard Morningstar Small-Cap ETF was a new Lowe Wealth Advisors position in Q3 2025.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Lowe Wealth Advisors's portfolio in Q3 2025, its #349 holding.
2,197 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.