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

Cornerstone Wealth Group’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 Q1	$1.27M	Sell	4,454 -846	-16%	-$229K	0.08%	148
2025 Q4	$1.37M	Sell	5,300 -377	-7%	-$96.6K	0.09%	128
2025 Q3	$1.44M	Sell	5,677 -107	-2%	-$26.5K	0.1%	125
2025 Q2	$1.37M	Sell	5,784 -94	-2%	-$21K	0.1%	118
2025 Q1	$1.3M	Sell	5,878 -99	-2%	-$23.6K	0.11%	122
2024 Q4	$1.44M	Buy	5,977 +288	+5%	+$70.9K	0.12%	116
2024 Q3	$1.35M	Sell	5,689 -283	-5%	-$64.3K	0.11%	118
2024 Q2	$1.3M	Buy	5,972 +450	+8%	+$98.8K	0.12%	115
2024 Q1	$1.26M	Buy	+5,522	New	+$1.19M	0.12%	116

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cornerstone Wealth Group's VB Position: Q1 2026 in Review

Cornerstone Wealth Group reduced its Vanguard Small-Cap ETF (VB) stake by 16% in Q1 2026, selling an estimated $229K and leaving 4,454 shares worth $1.27M. The position accounts for 0.08% of the portfolio, ranked #148.

Cornerstone Wealth Group first reported a position in VB in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.44M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Cornerstone Wealth Group held 4,454 shares of Vanguard Small-Cap ETF worth $1.27M as of Q1 2026.
Cornerstone Wealth Group sold 846 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $229K.
Vanguard Small-Cap ETF made up 0.08% of Cornerstone Wealth Group's portfolio in Q1 2026, its #148 holding.
Cornerstone Wealth Group first reported a position in Vanguard Small-Cap ETF in Q1 2024 and has held it in 9 quarters since.
Cornerstone Wealth Group's Vanguard Small-Cap ETF position peaked at $1.44M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.