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Cornerstone Capital’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Cornerstone Capital’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
-2,606
Closed -$544K – 115
2025
Q3 		$544K Buy
+2,606
New +$533K 0.05% 75

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Wells Fargo
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AL
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cornerstone Capital's VBR Position: Q4 2025 in Review

Cornerstone Capital sold out of Vanguard Morningstar Small-Cap Value ETF (VBR) in Q4 2025, closing a stake of 2,606 shares — an estimated $544K sold.

Cornerstone Capital first reported a position in VBR in Q3 2025 and held it in 1 quarter. The position peaked at $544K in Q3 2025. 1,661 funds tracked by Wall St. Rank hold VBR as of Q4 2025.

  • Cornerstone Capital reported no remaining Vanguard Morningstar Small-Cap Value ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Capital sold 2,606 Vanguard Morningstar Small-Cap Value ETF shares in Q4 2025, an estimated $544K.
  • Cornerstone Capital first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Capital's Vanguard Morningstar Small-Cap Value ETF position peaked at $544K in Q3 2025.
  • 1,661 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q4 2025.

Based on Cornerstone Capital's 13F filing for Q4 2025, filed 12 Feb 2026.