Cornerstone Wealth Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Cornerstone Wealth Advisors’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 Q3	$504K	Hold	719	–	–	0.11%	34
2026 Q2	$494K	Hold	719	–	–	0.1%	33
2026 Q1	$430K	Buy	719 +62	+9%	+$38.8K	0.1%	33
2025 Q4	$412K	Sell	657 -1	-0.2%	-$621	0.1%	36
2025 Q3	$403K	Hold	658	–	–	0.1%	37
2025 Q2	$374K	Hold	658	–	–	0.1%	38
2025 Q1	$338K	Hold	658	–	–	0.09%	36
2024 Q4	$355K	Hold	658	–	–	0.1%	38
2024 Q3	$347K	Hold	658	–	–	0.1%	35
2024 Q2	$329K	Sell	658 -90	-12%	-$43.3K	0.1%	35
2024 Q1	$360K	Buy	748 +91	+14%	+$41.6K	0.11%	34
2023 Q4	$287K	Hold	657	–	–	0.09%	37
2023 Q3	$258K	Hold	657	–	–	0.09%	40
2023 Q2	$268K	Hold	657	–	–	0.09%	40
2023 Q1	$247K	Hold	657	–	–	0.09%	38
2022 Q4	$231K	Hold	657	–	–	0.09%	40
2022 Q3	$216K	Hold	657	–	–	0.09%	40
2022 Q2	$228K	Hold	657	–	–	0.09%	39
2022 Q1	$273K	Hold	657	–	–	0.09%	39
2021 Q4	$287K	Hold	657	–	–	0.1%	37
2021 Q3	$259K	Hold	657	–	–	0.09%	37
2021 Q2	$260K	Buy	+657	New	+$252K	0.09%	36

Other funds holding VOO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cornerstone Wealth Advisors's VOO Position: Q3 2026 in Review

Cornerstone Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q3 2026 at 719 shares worth $504K. The position accounts for 0.11% of the portfolio, ranked #34.

Cornerstone Wealth Advisors first reported a position in VOO in Q2 2021 and has held it in 22 quarters since. 2,804 funds tracked by Wall St. Rank hold VOO as of Q3 2026.

Cornerstone Wealth Advisors held 719 shares of Vanguard S&P 500 ETF worth $504K as of Q3 2026.
Cornerstone Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q3 2026.
Vanguard S&P 500 ETF made up 0.11% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #34 holding.
Cornerstone Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 22 quarters since.
2,804 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q3 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.