Cornerstone Wealth Management’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$209K	Sell	1,656 -309	-16%	-$41.5K	0.01%	710
2026 Q2	$270K	Sell	1,965 -57	-3%	-$7.23K	0.01%	636
2026 Q1	$232K	Sell	2,022 -151	-7%	-$17.7K	0.01%	639
2025 Q4	$241K	Sell	2,173 -11,054	-84%	-$1.23M	0.01%	608
2025 Q3	$1.46M	Buy	13,227 +252	+2%	+$26.9K	0.08%	209
2025 Q2	$1.31M	Buy	12,975 +1,470	+13%	+$140K	0.08%	213
2025 Q1	$1.11M	Buy	11,505 +1,812	+19%	+$188K	0.08%	223
2024 Q4	$1.03M	Buy	+9,693	New	+$1.07M	0.07%	226

Other funds holding VIOO

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Hantz Financial Services Southfield, Michigan $7.48B AUM 14.09% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Cornerstone Wealth Management's VIOO Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 16% in Q3 2026, selling an estimated $41.5K and leaving 1,656 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #710.

Cornerstone Wealth Management first reported a position in VIOO in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q3 2025. 257 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Cornerstone Wealth Management held 1,656 shares of Vanguard S&P Small-Cap 600 ETF worth $209K as of Q3 2026.
Cornerstone Wealth Management sold 309 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $41.5K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #710 holding.
Cornerstone Wealth Management first reported a position in Vanguard S&P Small-Cap 600 ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Wealth Management's Vanguard S&P Small-Cap 600 ETF position peaked at $1.46M in Q3 2025.
257 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.