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

Cornerstone Wealth Management’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
Q2 		$4.23M Buy
11,557
+267
+2% +$90.9K 0.18% 120
2026
Q1 		$3.41M Sell
11,290
-36
-0.3% -$11.3K 0.17% 127
2025
Q4 		$3.42M Sell
11,326
-212
-2% -$64K 0.18% 124
2025
Q3 		$3.43M Buy
11,538
+199
+2% +$57.4K 0.19% 114
2025
Q2 		$3.14M Sell
11,339
-93
-0.8% -$23.9K 0.19% 112
2025
Q1 		$2.88M Sell
11,432
-197
-2% -$54.6K 0.19% 112
2024
Q4 		$3.26M Sell
11,629
-1,817
-14% -$514K 0.22% 101
2024
Q3 		$3.6M Buy
13,446
+49
+0.4% +$12.6K 0.25% 89
2024
Q2 		$3.35M Buy
13,397
+446
+3% +$111K 0.26% 90
2024
Q1 		$3.38M Buy
12,951
+268
+2% +$65.8K 0.27% 87
2023
Q4 		$3.07M Sell
12,683
-151
-1% -$32.8K 0.26% 87
2023
Q3 		$2.75M Sell
12,834
-3,680
-22% -$836K 0.26% 95
2023
Q2 		$3.79M Sell
16,514
-113
-0.7% -$24.6K 0.34% 61
2023
Q1 		$3.6M Buy
+16,627
New +$3.59M 0.35% 63
2022
Q3 		$3.24M Buy
16,588
+330
+2% +$70.8K 0.36% 64
2022
Q2 		$3.2M Buy
16,258
+160
+1% +$34.7K 0.36% 61
2022
Q1 		$3.99M Sell
16,098
-373
-2% -$91.8K 0.39% 58
2021
Q4 		$4.64M Sell
16,471
-174
-1% -$49.9K 0.44% 49
2021
Q3 		$4.66M Buy
16,645
+295
+2% +$84.4K 0.5% 40
2021
Q2 		$4.74M Sell
16,350
-224
-1% -$62.7K 0.5% 39
2021
Q1 		$4.55M Sell
16,574
-1,451
-8% -$409K 0.54% 36
2020
Q4 		$4.83M Sell
18,025
-3,455
-16% -$836K 0.61% 29
2020
Q3 		$4.62M Sell
21,480
-1,013
-5% -$214K 0.68% 25
2020
Q2 		$4.49M Sell
22,493
-901
-4% -$163K 0.73% 24
2020
Q1 		$3.52M Sell
23,394
-827
-3% -$153K 0.68% 26
2019
Q4 		$4.81M Sell
24,221
-117
-0.5% -$22.2K 0.78% 26
2019
Q3 		$4.43M Sell
24,338
-334
-1% -$62.2K 0.78% 26
2019
Q2 		$4.59M Sell
24,672
-685
-3% -$125K 0.83% 23
2019
Q1 		$4.83M Buy
25,357
+940
+4% +$161K 0.59% 32
2018
Q4 		$3.68M Sell
24,417
-3,602,971
-99% -$594M 0.79% 22
2018
Q3 		$23.5M Sell
3,627,388
-629,601
-15% -$116M 0.3% 75
2018
Q2 		$24.1M Buy
4,256,989
+4,233,433
+17,972% +$726M 0.27% 82
2018
Q1 		$3.77M Buy
23,556
+171
+0.7% +$28.2K 0.72% 23
2017
Q4 		$3.84M Sell
23,385
-112
-0.5% -$17.6K 0.72% 25
2017
Q3 		$3.62M Buy
23,497
+159
+0.7% +$23.4K 0.75% 23
2017
Q2 		$3.39M Sell
23,338
-208
-0.9% -$29.8K 0.76% 22
2017
Q1 		$3.25M Buy
23,546
+118
+0.5% +$16.3K 0.8% 23
2016
Q4 		$3.14M Buy
23,428
+443
+2% +$57.9K 1.01% 19
2016
Q3 		$3M Buy
+22,985
New +$2.99M 1.11% 17
2016
Q1 		$2.74M Buy
+22,686
New +$2.52M 2.08% 16

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2.4% in Q2 2026, buying an estimated $90.9K and bringing the position to 11,557 shares worth $4.23M. The position accounts for 0.18% of the portfolio, ranked #120.

Cornerstone Wealth Management first reported a position in VBK in Q1 2016 and has held it in 40 quarters since. The position peaked at $24.1M in Q2 2018. 436 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cornerstone Wealth Management held 11,557 shares of Vanguard Small-Cap Growth ETF worth $4.23M as of Q2 2026.
  • Cornerstone Wealth Management bought 267 Vanguard Small-Cap Growth ETF shares in Q2 2026, an estimated $90.9K.
  • Vanguard Small-Cap Growth ETF made up 0.18% of Cornerstone Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $24.1M in Q2 2018.
  • 436 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

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