Cornerstone Wealth Advisors
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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
Q3 		$10.6M Sell
31,473
-216
-0.7% -$75.4K 2.23% 10
2026
Q2 		$11.6M Sell
31,689
-1,126
-3% -$384K 2.43% 9
2026
Q1 		$9.9M 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 		$9.9M 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 		$9.7M 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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Cornerstone Wealth Advisors's VBK Position: Q3 2026 in Review

Cornerstone Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.68% in Q3 2026, selling an estimated $75.4K and leaving 31,473 shares worth $10.6M. The position accounts for 2.23% of the portfolio, ranked #10.

Cornerstone Wealth Advisors first reported a position in VBK in Q1 2021 and has held it in 23 quarters since. The position peaked at $11.6M in Q2 2026. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Cornerstone Wealth Advisors held 31,473 shares of Vanguard Morningstar Small-Cap Growth ETF worth $10.6M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 216 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $75.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.23% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #10 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • Cornerstone Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $11.6M in Q2 2026.
  • 416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.