CWM
VBR icon

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

Cornerstone Wealth Management’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
Q2 		$8.67M Buy
35,671
+25
+0.1% +$5.82K 0.37% 63
2026
Q1 		$7.74M Buy
35,646
+452
+1% +$101K 0.39% 64
2025
Q4 		$7.45M Sell
35,194
-2,120
-6% -$444K 0.39% 64
2025
Q3 		$7.79M Sell
37,314
-814
-2% -$166K 0.43% 57
2025
Q2 		$7.44M Buy
38,128
+540
+1% +$100K 0.45% 56
2025
Q1 		$7M Buy
37,588
+343
+0.9% +$67.8K 0.47% 51
2024
Q4 		$7.38M Sell
37,245
-10,565
-22% -$2.17M 0.5% 46
2024
Q3 		$9.6M Buy
47,810
+655
+1% +$126K 0.68% 30
2024
Q2 		$8.61M Buy
47,155
+222
+0.5% +$41K 0.66% 30
2024
Q1 		$9.01M Buy
46,933
+708
+2% +$128K 0.73% 26
2023
Q4 		$8.32M Sell
46,225
-3,545
-7% -$579K 0.72% 28
2023
Q3 		$7.94M Sell
49,770
-9,319
-16% -$1.56M 0.75% 28
2023
Q2 		$9.77M Buy
59,089
+2,705
+5% +$426K 0.87% 21
2023
Q1 		$8.95M Buy
+56,384
New +$9.33M 0.88% 23
2022
Q3 		$7.41M Buy
51,662
+179
+0.3% +$28.4K 0.82% 26
2022
Q2 		$7.71M Buy
51,483
+1,104
+2% +$181K 0.86% 25
2022
Q1 		$8.86M Sell
50,379
-1,284
-2% -$223K 0.86% 21
2021
Q4 		$9.24M Buy
51,663
+362
+0.7% +$64.4K 0.88% 21
2021
Q3 		$8.68M Buy
51,301
+857
+2% +$147K 0.92% 21
2021
Q2 		$8.76M Sell
50,444
-377
-0.7% -$65.3K 0.92% 21
2021
Q1 		$8.42M Sell
50,821
-2,039
-4% -$321K 1% 19
2020
Q4 		$7.52M Sell
52,860
-2,365
-4% -$305K 0.94% 22
2020
Q3 		$6.11M Sell
55,225
-435
-0.8% -$48.8K 0.91% 21
2020
Q2 		$5.95M Sell
55,660
-3,561
-6% -$357K 0.96% 21
2020
Q1 		$5.26M Sell
59,221
-159
-0.3% -$19.3K 1.01% 19
2019
Q4 		$8.14M Buy
59,380
+12
+0% +$1.59K 1.32% 16
2019
Q3 		$7.65M Buy
59,368
+81
+0.1% +$10.4K 1.35% 16
2019
Q2 		$7.74M Buy
59,287
+925
+2% +$120K 1.39% 16
2019
Q1 		$6.78M Buy
58,362
+2,544
+5% +$324K 0.82% 24
2018
Q4 		$6.37M Sell
55,818
-6,810,494
-99% -$862M 1.36% 17
2018
Q3 		$53.3M Sell
6,866,312
-646,827
-9% -$90.7M 0.67% 27
2018
Q2 		$55.2M Buy
7,513,139
+7,459,070
+13,795% +$1B 0.62% 32
2018
Q1 		$6.83M Buy
54,069
+607
+1% +$80.5K 1.3% 18
2017
Q4 		$7.21M Buy
53,462
+116
+0.2% +$15.1K 1.35% 15
2017
Q3 		$6.86M Buy
53,346
+1,626
+3% +$200K 1.42% 15
2017
Q2 		$6.33M Buy
51,720
+886
+2% +$108K 1.42% 15
2017
Q1 		$6.13M Buy
50,834
+391
+0.8% +$48K 1.52% 15
2016
Q4 		$6.15M Buy
50,443
+3,495
+7% +$401K 1.97% 10
2016
Q3 		$5.14M Buy
+46,948
New +$5.15M 1.9% 14
2016
Q1 		$4.67M Buy
+44,841
New +$4.22M 3.55% 9

Other funds holding VBR

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAC
Financial Advisory Corporation Grand Rapids, Michigan $754M AUM 13.23% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Vanguard Small-Cap Value ETF (VBR) stake by 0.07% in Q2 2026, buying an estimated $5.82K and bringing the position to 35,671 shares worth $8.67M. The position accounts for 0.37% of the portfolio, ranked #63.

Cornerstone Wealth Management first reported a position in VBR in Q1 2016 and has held it in 40 quarters since. The position peaked at $55.2M in Q2 2018. 642 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Cornerstone Wealth Management held 35,671 shares of Vanguard Small-Cap Value ETF worth $8.67M as of Q2 2026.
  • Cornerstone Wealth Management bought 25 Vanguard Small-Cap Value ETF shares in Q2 2026, an estimated $5.82K.
  • Vanguard Small-Cap Value ETF made up 0.37% of Cornerstone Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's Vanguard Small-Cap Value ETF position peaked at $55.2M in Q2 2018.
  • 642 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2026.

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