Cornerstone Wealth Group, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1774879
HUNTERSVILLE, NC
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,166,591
-$200,544 QoQ
Shares Held
4,454
-16.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,166,591 | 4,454 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,367,135 | 5,300 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,443,547 | 5,677 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,370,692 | 5,784 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,303,446 | 5,878 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,436,153 | 5,977 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,349,487 | 5,689 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,302,134 | 5,972 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,262,273 | 5,522 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||