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

Cornerstone Wealth Management’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 		$4.16M Buy
6,963
+312
+5% +$195K 0.21% 109
2025
Q4 		$4.17M Sell
6,651
-536
-7% -$333K 0.22% 107
2025
Q3 		$4.4M Buy
7,187
+430
+6% +$253K 0.24% 95
2025
Q2 		$3.84M Buy
6,757
+88
+1% +$46.2K 0.23% 102
2025
Q1 		$3.43M Sell
6,669
-116
-2% -$62.7K 0.23% 100
2024
Q4 		$3.66M Buy
6,785
+372
+6% +$201K 0.25% 94
2024
Q3 		$3.38M Buy
6,413
+110
+2% +$55.9K 0.24% 94
2024
Q2 		$3.15M Buy
6,303
+1,773
+39% +$853K 0.24% 96
2024
Q1 		$2.18M Buy
4,530
+290
+7% +$133K 0.18% 123
2023
Q4 		$1.85M Sell
4,240
-68
-2% -$27.8K 0.16% 130
2023
Q3 		$1.69M Buy
4,308
+44
+1% +$18K 0.16% 131
2023
Q2 		$1.74M Buy
4,264
+232
+6% +$89.5K 0.16% 131
2023
Q1 		$1.52M Buy
+4,032
New +$1.48M 0.15% 132
2022
Q3 		$806K Sell
2,457
-165
-6% -$60.3K 0.09% 190
2022
Q2 		$909K Sell
2,622
-47
-2% -$17.7K 0.1% 174
2022
Q1 		$1.11M Buy
2,669
+83
+3% +$34K 0.11% 162
2021
Q4 		$1.13M Buy
2,586
+198
+8% +$83.6K 0.11% 174
2021
Q3 		$942K Buy
2,388
+73
+3% +$29.6K 0.1% 187
2021
Q2 		$911K Sell
2,315
-483
-17% -$185K 0.1% 196
2021
Q1 		$1.02M Sell
2,798
-62
-2% -$22K 0.12% 169
2020
Q4 		$983K Sell
2,860
-989
-26% -$322K 0.12% 157
2020
Q3 		$1.18M Sell
3,849
-10,127
-72% -$3.09M 0.18% 115
2020
Q2 		$3.96M Buy
13,976
+6,848
+96% +$1.84M 0.64% 27
2020
Q1 		$1.69M Buy
7,128
+1,563
+28% +$438K 0.33% 59
2019
Q4 		$1.65M Sell
5,565
-517
-9% -$146K 0.27% 74
2019
Q3 		$1.66M Buy
6,082
+443
+8% +$120K 0.29% 69
2019
Q2 		$1.51M Sell
5,639
-1,511
-21% -$400K 0.27% 77
2019
Q1 		$2.27M Sell
7,150
-700
-9% -$175K 0.28% 93
2018
Q4 		$1.81M Sell
7,850
-1,534,655
-99% -$380M 0.39% 51
2018
Q3 		$6.61M Sell
1,542,505
-1,292,110
-46% -$338M 0.08% 230
2018
Q2 		$11.3M Buy
2,834,615
+2,822,933
+24,165% +$701M 0.13% 172
2018
Q1 		$2.76M Buy
11,682
+863
+8% +$217K 0.53% 37
2017
Q4 		$2.73M Buy
10,819
+4,207
+64% +$1.01M 0.51% 38
2017
Q3 		$1.54M Buy
6,612
+361
+6% +$81.8K 0.32% 63
2017
Q2 		$1.39M Sell
6,251
-814
-12% -$179K 0.31% 68
2017
Q1 		$1.52M Buy
7,065
+255
+4% +$54.4K 0.38% 52
2016
Q4 		$1.41M Buy
6,810
+795
+13% +$160K 0.45% 45
2016
Q3 		$1.19M Buy
+6,015
New +$1.19M 0.44% 42
2016
Q1 		$1.04M Buy
+5,454
New +$976K 0.79% 27

Other funds holding VOO

VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Vanguard S&P 500 ETF (VOO) stake by 4.7% in Q1 2026, buying an estimated $195K and bringing the position to 6,963 shares worth $4.16M. The position accounts for 0.21% of the portfolio, ranked #109.

Cornerstone Wealth Management first reported a position in VOO in Q1 2016 and has held it in 39 quarters since. The position peaked at $11.3M in Q2 2018. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.

  • Cornerstone Wealth Management held 6,963 shares of Vanguard S&P 500 ETF worth $4.16M as of Q1 2026.
  • Cornerstone Wealth Management bought 312 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $195K.
  • Vanguard S&P 500 ETF made up 0.21% of Cornerstone Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard S&P 500 ETF in Q1 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Vanguard S&P 500 ETF position peaked at $11.3M in Q2 2018.
  • 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.