Cornerstone Wealth Group’s Vanguard Morningstar 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 Q2	$1.39M	Buy	4,570 +116	+3%	+$33.2K	0.08%	150
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cornerstone Wealth Group's VB Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 2.6% in Q2 2026, buying an estimated $33.2K and bringing the position to 4,570 shares worth $1.39M. The position accounts for 0.08% of the portfolio, ranked #150.

Cornerstone Wealth Group first reported a position in VB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44M in Q3 2025. 2,473 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Cornerstone Wealth Group held 4,570 shares of Vanguard Morningstar Small-Cap ETF worth $1.39M as of Q2 2026.
Cornerstone Wealth Group bought 116 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $33.2K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Cornerstone Wealth Group's portfolio in Q2 2026, its #150 holding.
Cornerstone Wealth Group first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Group's Vanguard Morningstar Small-Cap ETF position peaked at $1.44M in Q3 2025.
2,473 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.