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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Cornerstone Wealth Advisors reduced its Vanguard Morningstar 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. 2,889 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cornerstone Wealth Advisors held 611,057 shares of Vanguard Morningstar Growth ETF worth $52.6M as of Q2 2026.
  • Cornerstone Wealth Advisors sold 175 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $14.7K.
  • Vanguard Morningstar 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 Morningstar Growth ETF in Q1 2021 and has held it in 22 quarters since.
  • 2,889 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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