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Cornerstone Wealth Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Cornerstone Wealth Advisors’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 		$1.67M Sell
5,496
-318
-5% -$91.1K 0.35% 22
2026
Q1 		$1.52M Sell
5,814
-104
-2% -$28.1K 0.35% 21
2025
Q4 		$1.53M Buy
5,918
+158
+3% +$40.5K 0.36% 24
2025
Q3 		$1.46M Sell
5,760
-9
-0.2% -$2.23K 0.35% 25
2025
Q2 		$1.37M Buy
5,769
+177
+3% +$39.5K 0.35% 23
2025
Q1 		$1.24M Buy
5,592
+15
+0.3% +$3.58K 0.34% 24
2024
Q4 		$1.34M Sell
5,577
-231
-4% -$56.8K 0.37% 26
2024
Q3 		$1.38M Buy
5,808
+120
+2% +$27.3K 0.38% 26
2024
Q2 		$1.24M Buy
5,688
+131
+2% +$28.8K 0.37% 24
2024
Q1 		$1.27M Sell
5,557
-101
-2% -$21.7K 0.39% 24
2023
Q4 		$1.21M Sell
5,658
-19
-0.3% -$3.66K 0.39% 25
2023
Q3 		$1.07M Sell
5,677
-100
-2% -$19.9K 0.38% 27
2023
Q2 		$1.15M Sell
5,777
-133
-2% -$25.1K 0.4% 26
2023
Q1 		$1.12M Buy
5,910
+146
+3% +$28.3K 0.41% 24
2022
Q4 		$1.06M Sell
5,764
-808
-12% -$150K 0.41% 25
2022
Q3 		$1.12M Sell
6,572
-336
-5% -$63.4K 0.44% 23
2022
Q2 		$1.22M Sell
6,908
-91
-1% -$17.6K 0.46% 24
2022
Q1 		$1.49M Sell
6,999
-1,657
-19% -$349K 0.51% 22
2021
Q4 		$1.96M Sell
8,656
-1,302
-13% -$296K 0.65% 20
2021
Q3 		$2.18M Sell
9,958
-648
-6% -$144K 0.76% 19
2021
Q2 		$2.41M Sell
10,606
-2,070
-16% -$459K 0.84% 19
2021
Q1 		$2.71M Buy
+12,676
New +$2.67M 1.02% 19

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cornerstone Wealth Advisors's VB Position: Q2 2026 in Review

Cornerstone Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 5.5% in Q2 2026, selling an estimated $91.1K and leaving 5,496 shares worth $1.67M. The position accounts for 0.35% of the portfolio, ranked #22.

Cornerstone Wealth Advisors first reported a position in VB in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.71M in Q1 2021. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cornerstone Wealth Advisors held 5,496 shares of Vanguard Morningstar Small-Cap ETF worth $1.67M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 318 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $91.1K.
  • Vanguard Morningstar Small-Cap ETF made up 0.35% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #22 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2021 and has held it in 22 quarters since.
  • Cornerstone Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $2.71M in Q1 2021.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.