Cornerstone Wealth Advisors, Inc. Vanguard Small Cap Value ETF Transaction History
Cornerstone Wealth Advisors, Inc.
- $413 Million
- Q3 2025
A detailed history of Cornerstone Wealth Advisors, Inc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cornerstone Wealth Advisors, Inc. holds 39,561 shares of VBR stock, worth $8.27 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
39,561
Previous 41,966
5.73%
Holding current value
$8.27 Million
Previous $8.18 Million
0.89%
% of portfolio
2.0%
Previous 2.12%
Shares
19 transactions
Others Institutions Holding VBR
# of Institutions
1,762Shares Held
91.3MCall Options Held
58.1KPut Options Held
3.1K-
Bank Of America Corp Charlotte, NC15.2MShares$3.18 Billion0.22% of portfolio
-
Assetmark, Inc4.36MShares$911 Million2.04% of portfolio
-
Morgan Stanley New York, NY3.87MShares$808 Million0.05% of portfolio
-
Betterment LLC New York, NY3.2MShares$669 Million1.33% of portfolio
-
Wells Fargo & Company San Francisco, CA1.81MShares$378 Million0.08% of portfolio