CWA
VBK icon

Cornerstone Wealth Advisors’s Vanguard 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

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Vanguard 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. 286 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cornerstone Wealth Advisors held 31,689 shares of Vanguard Small-Cap Growth ETF worth $11.6M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 1,126 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $384K.
  • Vanguard 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 Small-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 286 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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