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

Cornerstone Planning Group’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17,199
Closed -$1.28M – 1844
2025
Q3 		$1.28M Buy
+17,199
New +$4.97M 0.21% 52

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cornerstone Planning Group's VBK Position: Q4 2025 in Review

Cornerstone Planning Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 17,199 shares — an estimated $1.28M sold.

Cornerstone Planning Group first reported a position in VBK in Q3 2025 and held it in 1 quarter. The position peaked at $1.28M in Q3 2025. 1,210 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Cornerstone Planning Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 17,199 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $1.28M.
  • Cornerstone Planning Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Cornerstone Planning Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.28M in Q3 2025.
  • 1,210 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Cornerstone Planning Group's 13F filing for Q4 2025, filed 2 Feb 2026.