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

Cornerstone Wealth Management’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 		$6.25M Buy
20,611
+192
+0.9% +$55K 0.27% 94
2026
Q1 		$5.35M Buy
20,419
+731
+4% +$198K 0.27% 93
2025
Q4 		$5.08M Buy
19,688
+275
+1% +$70.5K 0.26% 89
2025
Q3 		$4.94M Buy
19,413
+565
+3% +$140K 0.27% 86
2025
Q2 		$4.47M Buy
18,848
+765
+4% +$171K 0.27% 89
2025
Q1 		$4.01M Sell
18,083
-682
-4% -$163K 0.27% 88
2024
Q4 		$4.51M Buy
18,765
+954
+5% +$235K 0.3% 80
2024
Q3 		$4.22M Sell
17,811
-88
-0.5% -$20K 0.3% 81
2024
Q2 		$3.9M Buy
17,899
+707
+4% +$155K 0.3% 80
2024
Q1 		$3.93M Sell
17,192
-907
-5% -$195K 0.32% 78
2023
Q4 		$3.86M Buy
18,099
+171
+1% +$32.9K 0.33% 68
2023
Q3 		$3.39M Buy
17,928
+303
+2% +$60.4K 0.32% 75
2023
Q2 		$3.51M Buy
17,625
+481
+3% +$90.9K 0.31% 71
2023
Q1 		$3.25M Buy
+17,144
New +$3.32M 0.32% 71
2022
Q3 		$2.76M Buy
16,128
+1,060
+7% +$200K 0.31% 72
2022
Q2 		$2.65M Buy
15,068
+1,124
+8% +$217K 0.29% 76
2022
Q1 		$2.96M Sell
13,944
-31
-0.2% -$6.53K 0.29% 73
2021
Q4 		$3.14M Buy
13,975
+841
+6% +$191K 0.3% 77
2021
Q3 		$2.87M Buy
13,134
+543
+4% +$121K 0.31% 77
2021
Q2 		$2.84M Buy
12,591
+410
+3% +$90.9K 0.3% 74
2021
Q1 		$2.61M Sell
12,181
-465
-4% -$98K 0.31% 73
2020
Q4 		$2.46M Buy
12,646
+864
+7% +$152K 0.31% 72
2020
Q3 		$1.81M Sell
11,782
-255
-2% -$39.2K 0.27% 75
2020
Q2 		$1.75M Buy
12,037
+270
+2% +$36.3K 0.28% 70
2020
Q1 		$1.36M Buy
11,767
+713
+6% +$107K 0.26% 80
2019
Q4 		$1.83M Buy
11,054
+217
+2% +$34.6K 0.3% 65
2019
Q3 		$1.67M Buy
10,837
+814
+8% +$126K 0.29% 67
2019
Q2 		$1.57M Sell
10,023
-32
-0.3% -$4.95K 0.28% 70
2019
Q1 		$3.93M Buy
10,055
+1,044
+12% +$155K 0.48% 41
2018
Q4 		$1.19M Sell
9,011
-1,095,246
-99% -$159M 0.25% 84
2018
Q3 		$7.74M Sell
1,104,257
-314,300
-22% -$50.8M 0.1% 209
2018
Q2 		$9.07M Buy
1,418,557
+1,410,082
+16,638% +$216M 0.1% 210
2018
Q1 		$1.21M Sell
8,475
-189
-2% -$28.2K 0.23% 88
2017
Q4 		$1.31M Buy
8,664
+921
+12% +$133K 0.25% 85
2017
Q3 		$1.11M Buy
7,743
+484
+7% +$66K 0.23% 96
2017
Q2 		$984K Sell
7,259
-167
-2% -$22.4K 0.22% 99
2017
Q1 		$974K Buy
7,426
+2,977
+67% +$394K 0.24% 93
2016
Q4 		$577K Buy
4,449
+1,564
+54% +$194K 0.19% 113
2016
Q3 		$348K Buy
+2,885
New +$349K 0.13% 155
2016
Q1 		$300K Buy
+2,640
New +$273K 0.23% 73

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.94% in Q2 2026, buying an estimated $55K and bringing the position to 20,611 shares worth $6.25M. The position accounts for 0.27% of the portfolio, ranked #94.

Cornerstone Wealth Management first reported a position in VB in Q1 2016 and has held it in 40 quarters since. The position peaked at $9.07M in Q2 2018. 2,465 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Cornerstone Wealth Management held 20,611 shares of Vanguard Morningstar Small-Cap ETF worth $6.25M as of Q2 2026.
  • Cornerstone Wealth Management bought 192 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $55K.
  • Vanguard Morningstar Small-Cap ETF made up 0.27% of Cornerstone Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $9.07M in Q2 2018.
  • 2,465 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.