CWG
VBK icon

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

Cornerstone Wealth Group’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
Q1 		$217K Buy
+649
New +$204K 0.01% 417

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Cornerstone Wealth Group opened a new position in Vanguard Small-Cap Growth ETF (VBK) in Q1 2026: 649 shares worth $217K. The stake represents 0.01% of the portfolio and ranks #417 among its holdings.

1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Cornerstone Wealth Group held 649 shares of Vanguard Small-Cap Growth ETF worth $217K as of Q1 2026.
  • Vanguard Small-Cap Growth ETF was a new Cornerstone Wealth Group position in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q1 2026, its #417 holding.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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