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

Cornerstone Planning 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 		$115K Sell
470
-18
-4% -$4.19K 0.01% 227
2026
Q1 		$113K Sell
488
-4
-0.8% -$894 0.02% 228
2025
Q4 		$110K Buy
492
+485
+6,929% +$102K 0.02% 206
2025
Q3 		$2.1K Sell
7
-212
-97% -$43.3K ﹤0.01% 1150
2025
Q2 		$43.6K Sell
219
-76
-26% -$14.1K 0.01% 263
2025
Q1 		$51.9K Buy
295
+28
+10% +$5.53K 0.01% 231
2024
Q4 		$55K Sell
267
-868
-76% -$178K 0.01% 173
2024
Q3 		$228K Buy
1,135
+4
+0.4% +$769 0.06% 66
2024
Q2 		$207K Buy
1,131
+6
+0.5% +$1.11K 0.06% 75
2024
Q1 		$207K Sell
1,125
-14
-1% -$2.53K 0.06% 73
2023
Q4 		$205K Buy
1,139
+5
+0.4% +$816 0.07% 80
2023
Q3 		$181K Sell
1,134
-158
-12% -$26.4K 0.07% 83
2023
Q2 		$214K Buy
+1,292
New +$203K 0.08% 91
2022
Q4 		$256K Buy
+1,558
New +$248K 0.11% 85

Other funds holding VBR

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Cornerstone Planning Group reduced its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 3.7% in Q2 2026, selling an estimated $4.19K and leaving 470 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #227.

Cornerstone Planning Group first reported a position in VBR in Q4 2022 and has held it in 14 quarters since. The position peaked at $256K in Q4 2022. 1,237 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cornerstone Planning Group held 470 shares of Vanguard Morningstar Small-Cap Value ETF worth $115K as of Q2 2026.
  • Cornerstone Planning Group sold 18 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $4.19K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #227 holding.
  • Cornerstone Planning Group first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Vanguard Morningstar Small-Cap Value ETF position peaked at $256K in Q4 2022.
  • 1,237 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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