CWM
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Cornerstone Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cornerstone Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.5M Sell
78,197
-6,952
-8% -$1.6M 0.8% 24
2026
Q1 		$18.3M Sell
85,149
-10,878
-11% -$2.43M 0.92% 16
2025
Q4 		$21.1M Sell
96,027
-506
-0.5% -$111K 1.1% 12
2025
Q3 		$20.8M Buy
96,533
+79
+0.1% +$16.6K 1.15% 11
2025
Q2 		$19.7M Buy
96,454
+2,635
+3% +$511K 1.2% 12
2025
Q1 		$18.2M Sell
93,819
-549
-0.6% -$109K 1.23% 9
2024
Q4 		$18.5M Sell
94,368
-1,171
-1% -$234K 1.25% 10
2024
Q3 		$18.9M Sell
95,539
-36
-0% -$6.86K 1.33% 10
2024
Q2 		$17.4M Sell
95,575
-3,757
-4% -$676K 1.34% 12
2024
Q1 		$18.1M Buy
99,332
+2,152
+2% +$378K 1.47% 10
2023
Q4 		$16.6M Buy
97,180
+3
+0% +$483 1.42% 10
2023
Q3 		$15.1M Buy
97,177
+325
+0.3% +$52.7K 1.43% 10
2023
Q2 		$15.7M Buy
96,852
+521
+0.5% +$81.6K 1.41% 11
2023
Q1 		$14.8M Buy
+96,331
New +$14.8M 1.46% 12
2022
Q3 		$9.26M Sell
68,478
-1,615
-2% -$240K 1.03% 16
2022
Q2 		$10.1M Buy
70,093
+6,521
+10% +$993K 1.11% 15
2022
Q1 		$10.3M Buy
63,572
+882
+1% +$142K 1% 17
2021
Q4 		$10.8M Sell
62,690
-154
-0.2% -$25.4K 1.03% 17
2021
Q3 		$9.65M Sell
62,844
-219
-0.3% -$34.9K 1.03% 18
2021
Q2 		$9.76M Buy
63,063
+2,732
+5% +$419K 1.03% 17
2021
Q1 		$8.87M Sell
60,331
-1,490
-2% -$212K 1.05% 18
2020
Q4 		$8.73M Buy
61,821
+25
+0% +$3.39K 1.1% 18
2020
Q3 		$7.95M Sell
61,796
-2,248
-4% -$283K 1.18% 17
2020
Q2 		$7.5M Sell
64,044
-2,765
-4% -$315K 1.21% 17
2020
Q1 		$6.91M Buy
66,809
+783
+1% +$93.4K 1.33% 14
2019
Q4 		$8.23M Sell
66,026
-4,806
-7% -$581K 1.33% 15
2019
Q3 		$8.47M Buy
70,832
+1,196
+2% +$141K 1.49% 13
2019
Q2 		$8.02M Buy
69,636
+213
+0.3% +$23.9K 1.44% 15
2019
Q1 		$14.7M Sell
69,423
-17,391
-20% -$1.83M 1.78% 8
2018
Q4 		$8.53M Sell
86,814
-9,248,509
-99% -$964M 1.82% 9
2018
Q3 		$98M Sell
9,335,323
-266,798
-3% -$28.7M 1.23% 10
2018
Q2 		$94.4M Buy
9,602,121
+9,505,219
+9,809% +$969M 1.06% 15
2018
Q1 		$9.59M Buy
96,902
+1,494
+2% +$155K 1.83% 9
2017
Q4 		$9.94M Sell
95,408
-2,580
-3% -$254K 1.87% 9
2017
Q3 		$9.33M Buy
97,988
+2,521
+3% +$235K 1.93% 9
2017
Q2 		$8.84M Buy
95,467
+5,217
+6% +$479K 1.98% 9
2017
Q1 		$8.07M Buy
90,250
+4,444
+5% +$394K 2% 9
2016
Q4 		$7.33M Buy
85,806
+7,568
+10% +$636K 2.35% 8
2016
Q3 		$6.5M Buy
+78,238
New +$6.63M 2.4% 9
2016
Q1 		$3.48M Buy
+42,224
New +$3.24M 2.64% 12

Other funds holding VIG

S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return

Cornerstone Wealth Management's VIG Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 8.2% in Q2 2026, selling an estimated $1.6M and leaving 78,197 shares worth $18.5M. The position accounts for 0.8% of the portfolio, ranked #24.

Cornerstone Wealth Management first reported a position in VIG in Q1 2016 and has held it in 40 quarters since. The position peaked at $98M in Q3 2018. 984 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Cornerstone Wealth Management held 78,197 shares of Vanguard Dividend Appreciation ETF worth $18.5M as of Q2 2026.
  • Cornerstone Wealth Management sold 6,952 Vanguard Dividend Appreciation ETF shares in Q2 2026, an estimated $1.6M.
  • Vanguard Dividend Appreciation ETF made up 0.8% of Cornerstone Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q1 2016 and has held it in 40 quarters since.
  • Cornerstone Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $98M in Q3 2018.
  • 984 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.