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

Cornerstone Wealth Advisors’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
2026
Q2 		$11.6M Sell
31,689
-1,126
-3% -$384K 2.43% 9
2026
Q1 		$9.92M Sell
32,815
-3,685
-10% -$1.16M 2.28% 9
2025
Q4 		$11M Buy
36,500
+28
+0.1% +$8.45K 2.56% 9
2025
Q3 		$10.9M Sell
36,472
-1,961
-5% -$566K 2.63% 9
2025
Q2 		$10.6M Sell
38,433
-793
-2% -$204K 2.75% 9
2025
Q1 		$9.88M Buy
39,226
+592
+2% +$164K 2.74% 9
2024
Q4 		$10.8M Sell
38,634
-164
-0.4% -$46.4K 2.97% 8
2024
Q3 		$10.4M Buy
38,798
+1,155
+3% +$296K 2.88% 9
2024
Q2 		$9.42M Buy
37,643
+624
+2% +$156K 2.82% 9
2024
Q1 		$9.65M Buy
37,019
+1,464
+4% +$360K 2.97% 9
2023
Q4 		$8.6M Buy
35,555
+2,363
+7% +$513K 2.78% 9
2023
Q3 		$7.11M Buy
33,192
+1,148
+4% +$261K 2.51% 10
2023
Q2 		$7.36M Buy
32,044
+1,230
+4% +$268K 2.53% 10
2023
Q1 		$6.67M Buy
30,814
+2,137
+7% +$462K 2.42% 10
2022
Q4 		$5.75M Buy
28,677
+1,355
+5% +$277K 2.23% 11
2022
Q3 		$5.33M Buy
27,322
+619
+2% +$133K 2.11% 11
2022
Q2 		$5.26M Sell
26,703
-689
-3% -$149K 2.01% 11
2022
Q1 		$6.8M Sell
27,392
-10,413
-28% -$2.56M 2.35% 10
2021
Q4 		$10.7M Buy
37,805
+412
+1% +$118K 3.54% 7
2021
Q3 		$10.5M Sell
37,393
-2,318
-6% -$664K 3.67% 7
2021
Q2 		$11.6M Buy
39,711
+518
+1% +$145K 4.05% 7
2021
Q1 		$10.8M Buy
+39,193
New +$11M 4.06% 6

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.4% in Q2 2026, selling an estimated $384K and leaving 31,689 shares worth $11.6M. The position accounts for 2.43% of the portfolio, ranked #9.

Cornerstone Wealth Advisors first reported a position in VBK in Q1 2021 and has held it in 22 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cornerstone Wealth Advisors held 31,689 shares of Vanguard Morningstar Small-Cap Growth ETF worth $11.6M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 1,126 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $384K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.43% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #9 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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