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

Cornerstone Advisors Asset Management’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
2025
Q4 		– Sell
-1,995
Closed -$416K – 138
2025
Q3 		$416K Buy
+1,995
New +$408K 0.07% 95
2025
Q2 		– Sell
-2,124
Closed -$396K – 126
2025
Q1 		$396K Buy
+2,124
New +$420K 0.08% 103

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Betterment LLC
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 22.9% 1-Year Est. Return

Cornerstone Advisors Asset Management's VBR Position: Q4 2025 in Review

Cornerstone Advisors Asset Management sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 1,995 shares — an estimated $416K sold.

Cornerstone Advisors Asset Management first reported a position in VBR in Q1 2025 and held it in 2 quarters. The position peaked at $416K in Q3 2025. 1,663 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Cornerstone Advisors Asset Management reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Advisors Asset Management sold 1,995 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $416K.
  • Cornerstone Advisors Asset Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2025 and held it in 2 quarters.
  • Cornerstone Advisors Asset Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $416K in Q3 2025.
  • 1,663 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Cornerstone Advisors Asset Management's 13F filing for Q4 2025, filed 11 Feb 2026.