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Cornerstone Wealth Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Cornerstone Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.3M Sell
38,289
-486
-1% -$113K 1.95% 10
2026
Q1 		$8.42M Sell
38,775
-1,572
-4% -$351K 1.94% 10
2025
Q4 		$8.55M Buy
40,347
+786
+2% +$165K 1.99% 10
2025
Q3 		$8.26M Sell
39,561
-2,405
-6% -$492K 2% 10
2025
Q2 		$8.18M Sell
41,966
-2,483
-6% -$460K 2.11% 10
2025
Q1 		$8.28M Buy
44,449
+928
+2% +$183K 2.3% 10
2024
Q4 		$8.63M Buy
43,521
+1,958
+5% +$402K 2.37% 10
2024
Q3 		$8.35M Buy
41,563
+3,511
+9% +$675K 2.32% 10
2024
Q2 		$6.95M Buy
38,052
+2,464
+7% +$455K 2.08% 10
2024
Q1 		$6.83M Buy
35,588
+2,411
+7% +$435K 2.1% 10
2023
Q4 		$5.97M Buy
33,177
+1,999
+6% +$326K 1.93% 10
2023
Q3 		$4.97M Buy
31,178
+1,112
+4% +$186K 1.75% 13
2023
Q2 		$4.97M Buy
30,066
+1,374
+5% +$216K 1.71% 15
2023
Q1 		$4.56M Buy
28,692
+807
+3% +$134K 1.66% 15
2022
Q4 		$4.43M Sell
27,885
-647
-2% -$103K 1.72% 14
2022
Q3 		$4.09M Sell
28,532
-434
-1% -$68.9K 1.62% 15
2022
Q2 		$4.34M Sell
28,966
-1,192
-4% -$195K 1.66% 15
2022
Q1 		$5.31M Sell
30,158
-11,146
-27% -$1.94M 1.83% 13
2021
Q4 		$7.39M Buy
41,304
+1,258
+3% +$224K 2.45% 10
2021
Q3 		$6.78M Buy
40,046
+1,673
+4% +$286K 2.37% 12
2021
Q2 		$6.73M Buy
38,373
+718
+2% +$124K 2.36% 12
2021
Q1 		$6.24M Buy
+37,655
New +$5.93M 2.35% 12

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.3% in Q2 2026, selling an estimated $113K and leaving 38,289 shares worth $9.3M. The position accounts for 1.95% of the portfolio, ranked #10.

Cornerstone Wealth Advisors first reported a position in VBR in Q1 2021 and has held it in 22 quarters since. 426 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cornerstone Wealth Advisors held 38,289 shares of Vanguard Small-Cap Value ETF worth $9.3M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 486 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Small-Cap Value ETF made up 1.95% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q1 2021 and has held it in 22 quarters since.
  • 426 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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