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

Cornerstone Financial 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
2026
Q2 		$216K Hold
888
– – 0.17% 83
2026
Q1 		$193K Sell
888
-208
-19% -$46.5K 0.18% 80
2025
Q4 		$232K Buy
+1,096
New +$229K 0.22% 74

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Cornerstone Financial Management held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 888 shares worth $216K. The position accounts for 0.17% of the portfolio, ranked #83.

Cornerstone Financial Management first reported a position in VBR in Q4 2025 and has held it in 3 quarters since. The position peaked at $232K in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cornerstone Financial Management held 888 shares of Vanguard Morningstar Small-Cap Value ETF worth $216K as of Q2 2026.
  • Cornerstone Financial Management left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.17% of Cornerstone Financial Management's portfolio in Q2 2026, its #83 holding.
  • Cornerstone Financial Management first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Financial Management's Vanguard Morningstar Small-Cap Value ETF position peaked at $232K in Q4 2025.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.