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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Constellation Investments Montgomery, Ohio $3.18B AUM 15.57% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Cornerstone Wealth Advisors's VOO Position: Q2 2026 in Review

Cornerstone Wealth Advisors held its Vanguard S&P 500 ETF (VOO) position steady in Q2 2026 at 719 shares worth $494K. The position accounts for 0.1% of the portfolio, ranked #33.

Cornerstone Wealth Advisors first reported a position in VOO in Q2 2021 and has held it in 21 quarters since. 905 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cornerstone Wealth Advisors held 719 shares of Vanguard S&P 500 ETF worth $494K as of Q2 2026.
Cornerstone Wealth Advisors left its Vanguard S&P 500 ETF share count unchanged in Q2 2026.
Vanguard S&P 500 ETF made up 0.1% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Cornerstone Wealth Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2021 and has held it in 21 quarters since.
905 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cornerstone Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.