Cornerstone Wealth Advisors
VUG icon

Cornerstone Wealth Advisors’s Vanguard Morningstar 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
Q3 		$54.2M Sell
601,849
-9,208
-2% -$806K 11.38% 3
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

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Retirement Investment Advisors
Retirement Investment Advisors Oklahoma City, Oklahoma $1.43B AUM 10.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

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

Cornerstone Wealth Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 1.5% in Q3 2026, selling an estimated $806K and leaving 601,849 shares worth $54.2M. The position accounts for 11.38% of the portfolio, ranked #3.

Cornerstone Wealth Advisors first reported a position in VUG in Q1 2021 and has held it in 23 quarters since. 1,055 funds tracked by Wall St. Rank hold VUG as of Q3 2026.

  • Cornerstone Wealth Advisors held 601,849 shares of Vanguard Morningstar Growth ETF worth $54.2M as of Q3 2026.
  • Cornerstone Wealth Advisors sold 9,208 Vanguard Morningstar Growth ETF shares in Q3 2026, an estimated $806K.
  • Vanguard Morningstar Growth ETF made up 11.38% of Cornerstone Wealth Advisors's portfolio in Q3 2026, its #3 holding.
  • Cornerstone Wealth Advisors first reported a position in Vanguard Morningstar Growth ETF in Q1 2021 and has held it in 23 quarters since.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q3 2026.

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