Cornerstone Planning Group LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1822587
FAIRFIELD, NJ
Position in VB
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$26,453
-$43,709 QoQ
Shares Held
101
-62.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
5 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
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,453 | 101 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $70,162 | 272 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $143,514 | 2,842 | Shares | Sole | 2025-11-04 | |
| 2023-09-30 | $2,268 | 12 | Shares | Sole | 2023-11-08 | |
| 2022-12-31 | $62,403 | 340 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||