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
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Cornerstone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Cornerstone Wealth Management
View all positions for Cornerstone Wealth Management