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Cornerstone Wealth Advisors’s Vanguard Growth ETF VUG Stock Holding History

Cornerstone Wealth Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.6M Sell
611,057
-175
-0% -$14.7K 11.03% 4
2026
Q1 		$44.5M Buy
611,232
+13,302
+2% +$1.03M 10.25% 4
2025
Q4 		$48.6M Buy
597,930
+3,648
+0.6% +$296K 11.31% 4
2025
Q3 		$47.5M Buy
594,282
+2,982
+0.5% +$228K 11.5% 4
2025
Q2 		$43.2M Buy
591,300
+30,024
+5% +$1.98M 11.17% 4
2025
Q1 		$34.7M Buy
561,276
+4,188
+0.8% +$282K 9.63% 4
2024
Q4 		$38.1M Sell
557,088
-11,646
-2% -$782K 10.46% 4
2024
Q3 		$36.4M Buy
568,734
+3,996
+0.7% +$248K 10.12% 4
2024
Q2 		$35.2M Sell
564,738
-930
-0.2% -$54.2K 10.54% 4
2024
Q1 		$32.5M Sell
565,668
-13,032
-2% -$717K 9.99% 4
2023
Q4 		$30M Sell
578,700
-1,590
-0.3% -$76.7K 9.7% 4
2023
Q3 		$26.3M Sell
580,290
-9,450
-2% -$446K 9.28% 4
2023
Q2 		$27.8M Sell
589,740
-3,468
-0.6% -$150K 9.57% 4
2023
Q1 		$24.7M Sell
593,208
-14,292
-2% -$556K 8.96% 4
2022
Q4 		$21.6M Buy
607,500
+20,826
+4% +$766K 8.37% 5
2022
Q3 		$20.9M Buy
586,674
+22,566
+4% +$907K 8.26% 5
2022
Q2 		$21M Buy
564,108
+50,610
+10% +$2.08M 8% 4
2022
Q1 		$24.6M Buy
513,498
+10,332
+2% +$489K 8.5% 4
2021
Q4 		$26.9M Buy
503,166
+1,254
+0.2% +$65.3K 8.93% 4
2021
Q3 		$24.3M Buy
501,912
+4,722
+0.9% +$235K 8.49% 4
2021
Q2 		$23.8M Buy
497,190
+36,342
+8% +$1.65M 8.35% 4
2021
Q1 		$19.7M Buy
+460,848
New +$19.7M 7.45% 4

Other funds holding VUG

MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Vanguard Growth ETF (VUG) stake by 0.03% in Q2 2026, selling an estimated $14.7K and leaving 611,057 shares worth $52.6M. The position accounts for 11.03% of the portfolio, ranked #4.

Cornerstone Wealth Advisors first reported a position in VUG in Q1 2021 and has held it in 22 quarters since. 726 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cornerstone Wealth Advisors held 611,057 shares of Vanguard Growth ETF worth $52.6M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 175 Vanguard Growth ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard Growth ETF made up 11.03% of Cornerstone Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 726 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q2 2026.

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