LPWM LLC
VBR icon

LPWM LLC’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

LPWM LLC’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
Q3 		$933K Buy
4,039
+12
+0.3% +$2.93K 0.2% 54
2026
Q2 		$978K Hold
4,027
– – 0.22% 51
2026
Q1 		$875K Buy
4,027
+49
+1% +$11K 0.22% 47
2025
Q4 		$842K Buy
3,978
+1,758
+79% +$368K 0.21% 48
2025
Q3 		$463K Buy
2,220
+60
+3% +$12.3K 0.12% 61
2025
Q2 		$421K Buy
2,160
+688
+47% +$127K 0.12% 61
2025
Q1 		$274K Sell
1,472
-112
-7% -$22.1K 0.09% 68
2024
Q4 		$314K Sell
1,584
-59
-4% -$12.1K 0.1% 61
2024
Q3 		$324K Sell
1,643
-74
-4% -$14.2K 0.11% 61
2024
Q2 		$310K Buy
1,717
+1
+0.1% +$185 0.11% 60
2024
Q1 		$317K Buy
1,716
+109
+7% +$19.7K 0.12% 58
2023
Q4 		$283K Sell
1,607
-125
-7% -$20.4K 0.11% 57
2023
Q3 		$272K Buy
1,732
+187
+12% +$31.3K 0.12% 51
2023
Q2 		$257K Sell
1,545
-429
-22% -$67.5K 0.11% 55
2023
Q1 		$313K Sell
1,974
-16
-0.8% -$2.65K 0.15% 51
2022
Q4 		$327K Sell
1,990
-376
-16% -$59.9K 0.18% 48
2022
Q3 		$339K Buy
2,366
+83
+4% +$13.2K 0.2% 44
2022
Q2 		$348K Buy
2,283
+236
+12% +$38.7K 0.19% 44
2022
Q1 		$351K Buy
2,047
+100
+5% +$17.4K 0.17% 50
2021
Q4 		$348K Buy
1,947
+364
+23% +$64.7K 0.18% 49
2021
Q3 		$273K Sell
1,583
-121
-7% -$20.7K 0.16% 49
2021
Q2 		$295K Buy
1,704
+97
+6% +$16.8K 0.18% 48
2021
Q1 		$269K Buy
1,607
+40
+3% +$6.3K 0.18% 48
2020
Q4 		$223K Buy
+1,567
New +$202K 0.17% 50

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPWM LLC's VBR Position: Q3 2026 in Review

LPWM LLC increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.3% in Q3 2026, buying an estimated $2.93K and bringing the position to 4,039 shares worth $933K. The position accounts for 0.2% of the portfolio, ranked #54.

LPWM LLC first reported a position in VBR in Q4 2020 and has held it in 24 quarters since. The position peaked at $978K in Q2 2026. 953 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • LPWM LLC held 4,039 shares of Vanguard Morningstar Small-Cap Value ETF worth $933K as of Q3 2026.
  • LPWM LLC bought 12 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $2.93K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.2% of LPWM LLC's portfolio in Q3 2026, its #54 holding.
  • LPWM LLC first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2020 and has held it in 24 quarters since.
  • LPWM LLC's Vanguard Morningstar Small-Cap Value ETF position peaked at $978K in Q2 2026.
  • 953 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on LPWM LLC's 13F filing for Q3 2026, filed 20 Oct 2026.