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W.H. Cornerstone Investments’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

W.H. Cornerstone Investments’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
Q1 		$309K Buy
1,421
+8
+0.6% +$1.79K 0.19% 92
2025
Q4 		$299K Buy
1,413
+13
+0.9% +$2.72K 0.18% 91
2025
Q3 		$292K Buy
1,400
+7
+0.5% +$1.43K 0.18% 93
2025
Q2 		$272K Hold
1,393
– – 0.17% 93
2025
Q1 		$260K Buy
1,393
+9
+0.7% +$1.78K 0.18% 96
2024
Q4 		$274K Buy
1,384
+8
+0.6% +$1.64K 0.18% 102
2024
Q3 		$276K Buy
1,376
+13
+1% +$2.5K 0.19% 100
2024
Q2 		$249K Hold
1,363
– – 0.18% 108
2024
Q1 		$261K Buy
1,363
+7
+0.5% +$1.26K 0.19% 112
2023
Q4 		$244K Sell
1,356
-48
-3% -$7.84K 0.19% 114
2023
Q3 		$224K Buy
1,404
+8
+0.6% +$1.34K 0.2% 117
2023
Q2 		$231K Buy
1,396
+7
+0.5% +$1.1K 0.21% 108
2023
Q1 		$220K Sell
1,389
-33
-2% -$5.46K 0.2% 117
2022
Q4 		$240K Buy
1,422
+3
+0.2% +$478 0.23% 111
2022
Q3 		$210K Buy
+1,419
New +$225K 0.22% 109

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

W.H. Cornerstone Investments's VBR Position: Q1 2026 in Review

W.H. Cornerstone Investments increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 0.57% in Q1 2026, buying an estimated $1.79K and bringing the position to 1,421 shares worth $309K. The position accounts for 0.19% of the portfolio, ranked #92.

W.H. Cornerstone Investments first reported a position in VBR in Q3 2022 and has held it in 15 quarters since. 1,703 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • W.H. Cornerstone Investments held 1,421 shares of Vanguard Morningstar Small-Cap Value ETF worth $309K as of Q1 2026.
  • W.H. Cornerstone Investments bought 8 Vanguard Morningstar Small-Cap Value ETF shares in Q1 2026, an estimated $1.79K.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.19% of W.H. Cornerstone Investments's portfolio in Q1 2026, its #92 holding.
  • W.H. Cornerstone Investments first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q3 2022 and has held it in 15 quarters since.
  • 1,703 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q1 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q1 2026, filed 28 Apr 2026.