Cornerstone Financial Management LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 2110329
PROVIDENCE, RI
Position in VB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$111,245
+$15,121 QoQ
Shares Held
367
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#522
of 556 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,245 | 367 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $96,124 | 367 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $83,317 | 323 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||