Cornerstone Wealth Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1674117 ST. PETERS, MO

Position in VB

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$5,348,144

+$269,625 QoQ

Shares Held

20,419

+3.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.61%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 5% Shared 0% None 95%

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,348,144	20,419	+3.7%	Shares	Sole	2026-04-24
2025-12-31	$5,078,519	19,688	+1.4%	Shares	Sole	2026-02-05
2025-09-30	$4,936,337	19,413	+3.0%	Shares	Sole	2025-11-04
2025-06-30	$4,466,599	18,848	+4.2%	Shares	Sole	2025-08-12
2025-03-31	$4,009,905	18,083	-3.6%	Shares	Sole	2025-04-18
2024-12-31	$4,508,854	18,765	+5.4%	Shares	Sole	2025-01-21
2024-09-30	$4,224,947	17,811	-0.5%	Shares	Sole	2024-10-16
2024-06-30	$3,902,697	17,899	+4.1%	Shares	Sole	2024-07-16
2024-03-31	$3,929,919	17,192	-5.0%	Shares	Sole	2024-04-19
2023-12-31	$3,861,059	18,099	+1.0%	Shares	Sole	2024-01-10
2023-09-30	$3,389,646	17,928	+1.7%	Shares	Sole	2023-11-07
2023-06-30	$3,505,436	17,625	+2.8%	Shares	Sole	2023-07-14
2023-03-31	$3,249,816	17,144	+6.3%	Shares	Sole	2023-05-15
2022-09-30	$2,756,436	16,128	+7.0%	Shares	Sole	2022-10-14
2022-06-30	$2,653,625	15,068	+8.1%	Shares	Sole	2022-08-04
2022-03-31	$2,963,378	13,944	-0.2%	Shares	Sole	2022-04-21
2021-12-31	$3,158,489	13,975	+6.4%	Shares	Sole	2022-02-14
2021-09-30	$2,872,011	13,134	+4.3%	Shares	Sole	2021-11-12
2021-06-30	$2,836,500	12,591	+3.4%	Shares	Sole	2021-08-09
2021-03-31	$2,607,708	12,181	-3.7%	Shares	Sole	2021-04-30
2020-12-31	$2,461,923	12,646	+7.3%	Shares	Sole	2021-01-29
2020-09-30	$1,812,071	11,782	-2.1%	Shares	Sole	2020-10-13
2020-06-30	$1,754,031	12,037	+2.3%	Shares	Sole	2020-07-16
2020-03-31	$1,358,382	11,767	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.