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

Cornerstone Wealth Group’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 Q3	$201K	Buy	+872	New	+$213K	0.01%	515

Other funds holding VBR

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Cornerstone Wealth Group's VBR Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in Vanguard Morningstar Small-Cap Value ETF (VBR) in Q3 2026: 872 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings.

886 funds tracked by Wall St. Rank hold VBR as of Q3 2026.

Cornerstone Wealth Group held 872 shares of Vanguard Morningstar Small-Cap Value ETF worth $201K as of Q3 2026.
Vanguard Morningstar Small-Cap Value ETF was a new Cornerstone Wealth Group position in Q3 2026.
Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Cornerstone Wealth Group's portfolio in Q3 2026, its #515 holding.
886 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.