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Cornerstone Financial Group’s Vanguard S&P 500 ETF VOO Stock Holding History

Cornerstone Financial Group’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Sell
3,305
-1
-0% -$667 1.4% 23
2026
Q1 		$2.19M Sell
3,306
-242
-7% -$151K 1.41% 22
2025
Q4 		$2.23M Sell
3,548
-98
-3% -$60.9K 1.55% 21
2025
Q3 		$2.23M Buy
3,646
+72
+2% +$42.4K 1.73% 19
2025
Q2 		$2.03M Sell
3,574
-5
-0.1% -$2.63K 1.73% 18
2025
Q1 		$1.92M Buy
3,579
+356
+11% +$192K 1.73% 18
2024
Q4 		$1.74M Buy
+3,223
New +$1.75M 1.71% 17

Other funds holding VOO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Cornerstone Financial Group's VOO Position: Q2 2026 in Review

Cornerstone Financial Group reduced its Vanguard S&P 500 ETF (VOO) stake by 0.03% in Q2 2026, selling an estimated $667 and leaving 3,305 shares worth $2.27M. The position accounts for 1.4% of the portfolio, ranked #23.

Cornerstone Financial Group first reported a position in VOO in Q4 2024 and has held it in 7 quarters since. 3,162 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

  • Cornerstone Financial Group held 3,305 shares of Vanguard S&P 500 ETF worth $2.27M as of Q2 2026.
  • Cornerstone Financial Group sold 1 Vanguard S&P 500 ETF share in Q2 2026, an estimated $667.
  • Vanguard S&P 500 ETF made up 1.4% of Cornerstone Financial Group's portfolio in Q2 2026, its #23 holding.
  • Cornerstone Financial Group first reported a position in Vanguard S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
  • 3,162 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.