Cornerstone Wealth Management’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Cornerstone Wealth Management’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$740K	Buy	+9,958	New	+$815K	0.08%	195
2018 Q1	$622K	Sell	10,026 -5,038	-33%	-$325K	0.12%	169
2017 Q4	$986K	Buy	15,064 +330	+2%	+$20.6K	0.19%	115
2017 Q3	$901K	Buy	14,734 +1,592	+12%	+$93.6K	0.19%	115
2017 Q2	$774K	Buy	13,142 +1,128	+9%	+$65.8K	0.17%	122
2017 Q1	$682K	Buy	12,014 +602	+5%	+$34.5K	0.17%	121
2016 Q4	$639K	Sell	11,412 -566	-5%	-$30.3K	0.2%	100
2016 Q3	$617K	Buy	+11,978	New	+$624K	0.23%	92

Other funds holding IVOO

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

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

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

Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cornerstone Wealth Management's IVOO Position: Q3 2022 in Review

Cornerstone Wealth Management opened a new position in Vanguard S&P Mid-Cap 400 ETF (IVOO) in Q3 2022: 9,958 shares worth $740K. The stake represents 0.08% of the portfolio and ranks #195 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in IVOO as recently as Q1 2018.

Cornerstone Wealth Management first reported a position in IVOO in Q3 2016 and has held it in 8 quarters since. The position peaked at $986K in Q4 2017. 174 funds tracked by Wall St. Rank hold IVOO as of Q3 2022.

Cornerstone Wealth Management held 9,958 shares of Vanguard S&P Mid-Cap 400 ETF worth $740K as of Q3 2022.
Vanguard S&P Mid-Cap 400 ETF was a new Cornerstone Wealth Management position in Q3 2022.
Vanguard S&P Mid-Cap 400 ETF made up 0.08% of Cornerstone Wealth Management's portfolio in Q3 2022, its #195 holding.
Cornerstone Wealth Management first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q3 2016 and has held it in 8 quarters since.
Cornerstone Wealth Management's Vanguard S&P Mid-Cap 400 ETF position peaked at $986K in Q4 2017.
174 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q3 2022.

Based on Cornerstone Wealth Management's 13F filing for Q3 2022, filed 14 Oct 2022.