Cornerstone Wealth Advisors, Inc.

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1862176 EDINA, MN

Position in VB

as of Mar 31, 2026 · filed Apr 9, 2026 Compact

Position Value

$1,522,802

-$3,746 QoQ

Shares Held

5,814

-1.8% QoQ

Ownership

—

of shares outstanding

% of Portfolio

4.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,522,802	5,814	-1.8%	Shares	Sole	2026-04-09
2025-12-31	$1,526,548	5,918	+2.7%	Shares	Sole	2026-01-14
2025-09-30	$1,464,652	5,760	-0.2%	Shares	Sole	2025-10-15
2025-06-30	$1,367,137	5,769	+3.2%	Shares	Sole	2025-07-17
2025-03-31	$1,240,026	5,592	+0.3%	Shares	Sole	2025-04-17
2024-12-31	$1,340,041	5,577	-4.0%	Shares	Sole	2025-01-21
2024-09-30	$1,377,715	5,808	+2.1%	Shares	Sole	2024-10-25
2024-06-30	$1,240,211	5,688	+2.4%	Shares	Sole	2024-07-12
2024-03-31	$1,270,274	5,557	-1.8%	Shares	Sole	2024-04-11
2023-12-31	$1,207,021	5,658	-0.3%	Shares	Sole	2024-01-19
2023-09-30	$1,073,350	5,677	-1.7%	Shares	Sole	2023-10-24
2023-06-30	$1,148,987	5,777	-2.3%	Shares	Sole	2023-07-20
2023-03-31	$1,120,299	5,910	+2.5%	Shares	Sole	2023-05-12
2022-12-31	$1,057,924	5,764	-12.3%	Shares	Sole	2023-01-24
2022-09-30	$1,123,220	6,572	-4.9%	Shares	Sole	2022-10-19
2022-06-30	$1,216,567	6,908	-1.3%	Shares	Sole	2022-07-18
2022-03-31	$1,487,427	6,999	-19.1%	Shares	Sole	2022-04-19
2021-12-31	$1,956,342	8,656	-13.1%	Shares	Sole	2022-02-09
2021-09-30	$2,177,515	9,958	-6.1%	Shares	Sole	2021-11-15
2021-06-30	$2,389,319	10,606	-16.3%	Shares	Sole	2021-07-16
2021-03-31	$2,713,678	12,676	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.