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 Q2	$209K	Buy	+859	New	+$200K	0.13%	73

Other funds holding VBR

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Cornerstone Financial Group's VBR Position: Q2 2026 in Review

Cornerstone Financial Group opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q2 2026: 859 shares worth $209K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings.

1,420 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Cornerstone Financial Group held 859 shares of Vanguard Morningstar Small-Cap Value ETF worth $209K as of Q2 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Cornerstone Financial Group position in Q2 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.13% of Cornerstone Financial Group's portfolio in Q2 2026, its #73 holding.
1,420 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.