Cornerstone Financial Group
VBR icon

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

Cornerstone Financial Group’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 		$401K Buy
1,734
+875
+102% +$214K 0.23% 59
2026
Q2 		$209K Buy
+859
New +$200K 0.13% 73

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Cornerstone Financial Group's VBR Position: Q3 2026 in Review

Cornerstone Financial Group increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 102% in Q3 2026, buying an estimated $214K and bringing the position to 1,734 shares worth $401K. The position accounts for 0.23% of the portfolio, ranked #59.

Cornerstone Financial Group first reported a position in VBR in Q2 2026 and has held it in 2 quarters since. 1,467 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

  • Cornerstone Financial Group held 1,734 shares of Vanguard Morningstar Small-Cap Value ETF worth $401K as of Q3 2026.
  • Cornerstone Financial Group bought 875 Vanguard Morningstar Small-Cap Value ETF shares in Q3 2026, an estimated $214K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.23% of Cornerstone Financial Group's portfolio in Q3 2026, its #59 holding.
  • Cornerstone Financial Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,467 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.