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

Cornerstone Wealth Group’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 Q1	$24.8M	Buy	38,283 +336	+0.9%	+$210K	1.59%	12
2025 Q4	$23.8M	Sell	37,947 -666	-2%	-$414K	1.63%	10
2025 Q3	$23.6M	Buy	38,613 +888	+2%	+$523K	1.6%	10
2025 Q2	$21.4M	Buy	37,725 +474	+1%	+$249K	1.61%	11
2025 Q1	$19.1M	Buy	37,251 +68	+0.2%	+$36.8K	1.58%	9
2024 Q4	$20M	Buy	37,183 +1,130	+3%	+$612K	1.64%	9
2024 Q3	$19M	Sell	36,053 -360	-1%	-$183K	1.57%	11
2024 Q2	$18.2M	Buy	36,413 +1,853	+5%	+$892K	1.62%	10
2024 Q1	$16.6M	Buy	+34,560	New	+$15.8M	1.53%	10

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Cornerstone Wealth Group's VOO Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.89% in Q1 2026, buying an estimated $210K and bringing the position to 38,283 shares worth $24.8M. The position accounts for 1.59% of the portfolio, ranked #12.

Cornerstone Wealth Group first reported a position in VOO in Q1 2024 and has held it in 9 quarters since. 3,830 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

Cornerstone Wealth Group held 38,283 shares of Vanguard S&P 500 ETF worth $24.8M as of Q1 2026.
Cornerstone Wealth Group bought 336 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $210K.
Vanguard S&P 500 ETF made up 1.59% of Cornerstone Wealth Group's portfolio in Q1 2026, its #12 holding.
Cornerstone Wealth Group first reported a position in Vanguard S&P 500 ETF in Q1 2024 and has held it in 9 quarters since.
3,830 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.