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Vanguard Small-Cap Value ETF shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Vanguard Small-Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value ETF held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.6M 48k 200.78
2024-06-30 $8.6M 47k 182.52
2024-03-31 $9.0M 47k 191.88
2023-12-31 $8.3M 46k 179.97
2023-09-30 $7.9M 50k 159.50
2023-06-30 $9.8M 59k 165.40
2023-03-31 $9.0M 56k 158.76
2022-09-30 $7.4M 52k 143.39
2022-06-30 $7.7M 52k 149.82
2022-03-31 $8.9M 50k 175.95
2021-12-31 $9.2M 52k 178.81
2021-09-30 $8.7M 51k 169.26
2021-06-30 $8.8M 50k 173.66
2021-03-31 $8.4M 51k 165.60
2020-12-31 $7.5M 53k 142.21
2020-09-30 $6.1M 55k 110.62
2020-06-30 $6.0M 56k 106.92
2020-03-31 $5.3M 59k 88.80
2019-12-31 $8.1M 59k 137.07
2019-09-30 $7.7M 59k 128.86
2019-06-30 $7.9M 59k 133.33
2019-03-31 $4.5M 58k 77.67
2018-12-31 $6.4M 56k 114.07
2018-09-30 $53M 6.9M 7.77
2018-06-30 $55M 7.5M 7.35
2018-03-31 $6.8M 54k 125.00
2017-12-31 $7.2M 54k 134.84
2017-09-30 $6.9M 53k 128.67
2017-06-30 $6.3M 52k 122.37
2017-03-31 $6.1M 51k 120.65
2016-12-31 $6.1M 50k 121.88
2016-09-30 $5.1M 47k 109.44
2016-03-31 $4.7M 45k 104.17