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

Cornerstone Planning’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
2024 Q4	$3.85M	Buy	+16,027	New	+$3.94M	1.47%	12

Other funds holding VB

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Cornerstone Planning's VB Position: Q4 2024 in Review

Cornerstone Planning opened a new position in Vanguard Small-Cap ETF (VB) in Q4 2024: 16,027 shares worth $3.85M. The stake represents 1.47% of the portfolio and ranks #12 among its holdings.

2,184 funds tracked by Wall St. Rank hold VB as of Q4 2024.

Cornerstone Planning held 16,027 shares of Vanguard Small-Cap ETF worth $3.85M as of Q4 2024.
Vanguard Small-Cap ETF was a new Cornerstone Planning position in Q4 2024.
Vanguard Small-Cap ETF made up 1.47% of Cornerstone Planning's portfolio in Q4 2024, its #12 holding.
2,184 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.