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

Cornerstone Planning Group’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 Q2	$18.1K	Sell	61 -40	-40%	-$11.5K	﹤0.01%	703
2026 Q1	$28.7K	Sell	101 -171	-63%	-$46.3K	﹤0.01%	553
2025 Q4	$74.3K	Sell	272 -2,570	-90%	-$658K	0.01%	259
2025 Q3	$144K	Buy	+2,842	New	+$705K	0.02%	173
2023 Q4	–	Sell	-12	Closed	-$2.27K	–	1030
2023 Q3	$2.27K	Buy	+12	New	+$2.39K	﹤0.01%	629
2022 Q4	$65K	Buy	+340	New	+$63K	0.03%	223

Other funds holding VB

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Cornerstone Planning Group's VB Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 40% in Q2 2026, selling an estimated $11.5K and leaving 61 shares worth $18.1K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

Cornerstone Planning Group first reported a position in VB in Q4 2022 and has held it in 6 quarters since. The position peaked at $144K in Q3 2025. 1,764 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cornerstone Planning Group held 61 shares of Vanguard Morningstar Small-Cap ETF worth $18.1K as of Q2 2026.
Cornerstone Planning Group sold 40 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Morningstar Small-Cap ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #703 holding.
Cornerstone Planning Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2022 and has held it in 6 quarters since.
Cornerstone Planning Group's Vanguard Morningstar Small-Cap ETF position peaked at $144K in Q3 2025.
1,764 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.