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 Q2	$26.4M	Buy	38,432 +149	+0.4%	+$99.3K	1.56%	12
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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

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

Cornerstone Wealth Group increased its Vanguard S&P 500 ETF (VOO) stake by 0.39% in Q2 2026, buying an estimated $99.3K and bringing the position to 38,432 shares worth $26.4M. The position accounts for 1.56% of the portfolio, ranked #12.

Cornerstone Wealth Group first reported a position in VOO in Q1 2024 and has held it in 10 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

Cornerstone Wealth Group held 38,432 shares of Vanguard S&P 500 ETF worth $26.4M as of Q2 2026.
Cornerstone Wealth Group bought 149 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $99.3K.
Vanguard S&P 500 ETF made up 1.56% of Cornerstone Wealth Group's portfolio in Q2 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 10 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.