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Cornerstone Advisors Asset Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cornerstone Advisors Asset Management’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 		$2.39M Sell
7,880
-568
-7% -$163K 0.31% 55
2026
Q1 		$2.21M Sell
8,448
-749
-8% -$203K 0.34% 55
2025
Q4 		$2.37M Buy
9,197
+37
+0.4% +$9.48K 0.39% 51
2025
Q3 		$2.33M Buy
9,160
+239
+3% +$59.3K 0.41% 44
2025
Q2 		$2.11M Buy
8,921
+700
+9% +$156K 0.41% 46
2025
Q1 		$1.82M Buy
8,221
+301
+4% +$71.9K 0.37% 47
2024
Q4 		$1.9M Buy
7,920
+735
+10% +$181K 0.41% 44
2024
Q3 		$1.7M Buy
7,185
+591
+9% +$134K 0.38% 44
2024
Q2 		$1.44M Buy
6,594
+362
+6% +$79.5K 0.41% 45
2024
Q1 		$1.42M Buy
6,232
+1,541
+33% +$331K 0.5% 39
2023
Q4 		$1M Buy
4,691
+1,480
+46% +$285K 0.38% 45
2023
Q3 		$607K Buy
3,211
+480
+18% +$95.6K 0.24% 58
2023
Q2 		$543K Buy
2,731
+19
+0.7% +$3.59K 0.23% 61
2023
Q1 		$514K Hold
2,712
– – 0.25% 56
2022
Q4 		$498K Buy
+2,712
New +$503K 0.27% 61

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

Cornerstone Advisors Asset Management's VB Position: Q2 2026 in Review

Cornerstone Advisors Asset Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 6.7% in Q2 2026, selling an estimated $163K and leaving 7,880 shares worth $2.39M. The position accounts for 0.31% of the portfolio, ranked #55.

Cornerstone Advisors Asset Management first reported a position in VB in Q4 2022 and has held it in 15 quarters since. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cornerstone Advisors Asset Management held 7,880 shares of Vanguard Morningstar Small-Cap ETF worth $2.39M as of Q2 2026.
  • Cornerstone Advisors Asset Management sold 568 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $163K.
  • Vanguard Morningstar Small-Cap ETF made up 0.31% of Cornerstone Advisors Asset Management's portfolio in Q2 2026, its #55 holding.
  • Cornerstone Advisors Asset Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cornerstone Advisors Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.