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Cornerstone Advisory’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-1,087
Closed -$280K – 274
2025
Q4 		$280K Hold
1,087
– – 0.03% 210
2025
Q3 		$276K Buy
1,087
+3
+0.3% +$744 0.03% 204
2025
Q2 		$257K Buy
1,084
+64
+6% +$14.3K 0.03% 208
2025
Q1 		$224K Sell
1,020
-233
-19% -$55.6K 0.03% 210
2024
Q4 		$311K Buy
1,253
+3
+0.2% +$738 0.04% 183
2024
Q3 		$297K Buy
1,250
+50
+4% +$11.4K 0.04% 178
2024
Q2 		$262K Hold
1,200
– – 0.04% 185
2024
Q1 		$274K Sell
1,200
-315
-21% -$67.8K 0.04% 196
2023
Q4 		$323K Buy
1,515
+138
+10% +$26.6K 0.05% 174
2023
Q3 		$260K Buy
1,377
+19
+1% +$3.79K 0.05% 185
2023
Q2 		$270K Buy
1,358
+81
+6% +$15.3K 0.05% 190
2023
Q1 		$242K Hold
1,277
– – 0.04% 189
2022
Q4 		$234K Hold
1,277
– – 0.05% 183
2022
Q3 		$218K Buy
1,277
+40
+3% +$7.55K 0.05% 185
2022
Q2 		$218K Sell
1,237
-159
-11% -$30.7K 0.05% 179
2022
Q1 		$297K Buy
1,396
+409
+41% +$86.1K 0.05% 184
2021
Q4 		$223K Hold
987
– – 0.03% 239
2021
Q3 		$216K Hold
987
– – 0.04% 207
2021
Q2 		$222K Sell
987
-5
-0.5% -$1.11K 0.04% 203
2021
Q1 		$212K Buy
+992
New +$209K 0.04% 196

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Cornerstone Advisory's VB Position: Q1 2026 in Review

Cornerstone Advisory sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q1 2026, closing a stake of 1,087 shares — an estimated $280K sold.

Cornerstone Advisory first reported a position in VB in Q1 2021 and held it in 20 quarters. The position peaked at $323K in Q4 2023. 2,396 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Cornerstone Advisory reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Cornerstone Advisory sold 1,087 Vanguard Morningstar Small-Cap ETF shares in Q1 2026, an estimated $280K.
  • Cornerstone Advisory first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and held it in 20 quarters.
  • Cornerstone Advisory's Vanguard Morningstar Small-Cap ETF position peaked at $323K in Q4 2023.
  • 2,396 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.