Vanguard Small-Cap Value ETF shares owned by Cornerstone Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cornerstone Wealth Advisors
from 13F filings
Historical chart of Cornerstone Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cornerstone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $8.5M | 40k | 211.79 |
| 2025-09-30 | $8.3M | 40k | 208.71 |
| 2025-06-30 | $8.2M | 42k | 195.01 |
| 2025-03-31 | $8.3M | 44k | 186.29 |
| 2024-12-31 | $8.6M | 44k | 198.18 |
| 2024-09-30 | $8.3M | 42k | 200.78 |
| 2024-06-30 | $6.9M | 38k | 182.52 |
| 2024-03-31 | $6.8M | 36k | 191.88 |
| 2023-12-31 | $6.0M | 33k | 179.97 |
| 2023-09-30 | $5.0M | 31k | 159.49 |
| 2023-06-30 | $5.0M | 30k | 165.40 |
| 2023-03-31 | $4.6M | 29k | 158.76 |
| 2022-12-31 | $4.4M | 28k | 158.80 |
| 2022-09-30 | $4.1M | 29k | 143.42 |
| 2022-06-30 | $4.3M | 29k | 149.83 |
| 2022-03-31 | $5.3M | 30k | 175.94 |
| 2021-12-31 | $7.4M | 41k | 178.84 |
| 2021-09-30 | $6.8M | 40k | 169.26 |
| 2021-06-30 | $6.7M | 38k | 175.33 |
| 2021-03-31 | $6.2M | 38k | 165.61 |
More positions owned by Cornerstone Wealth Advisors
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