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Cornerstone Wealth Management’s Vanguard Growth ETF VUG Stock Holding History

Cornerstone Wealth Management’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.61M Buy
131,982
+1,092
+0.8% +$85K 0.48% 52
2025
Q4 		$10.6M Sell
130,890
-6,342
-5% -$515K 0.55% 42
2025
Q3 		$11M Buy
137,232
+84
+0.1% +$6.42K 0.61% 34
2025
Q2 		$10M Sell
137,148
-744
-0.5% -$49K 0.61% 34
2025
Q1 		$8.52M Sell
137,892
-5,130
-4% -$346K 0.58% 41
2024
Q4 		$9.78M Sell
143,022
-198
-0.1% -$13.3K 0.66% 28
2024
Q3 		$9.16M Sell
143,220
-1,926
-1% -$119K 0.65% 33
2024
Q2 		$9.05M Sell
145,146
-1,014
-0.7% -$59.1K 0.7% 26
2024
Q1 		$8.38M Sell
146,160
-3,486
-2% -$192K 0.68% 29
2023
Q4 		$7.75M Sell
149,646
-9,978
-6% -$482K 0.67% 31
2023
Q3 		$7.25M Sell
159,624
-35,412
-18% -$1.67M 0.68% 32
2023
Q2 		$9.2M Buy
195,036
+3,120
+2% +$135K 0.82% 26
2023
Q1 		$7.98M Buy
+191,916
New +$7.46M 0.78% 27
2022
Q3 		$6.92M Buy
193,962
+1,434
+0.7% +$57.6K 0.77% 27
2022
Q2 		$7.15M Sell
192,528
-828
-0.4% -$34K 0.79% 26
2022
Q1 		$9.27M Sell
193,356
-2,358
-1% -$112K 0.9% 20
2021
Q4 		$10.5M Sell
195,714
-2,220
-1% -$116K 1% 19
2021
Q3 		$9.57M Sell
197,934
-546
-0.3% -$27.2K 1.02% 19
2021
Q2 		$9.49M Sell
198,480
-10,656
-5% -$484K 1% 19
2021
Q1 		$8.96M Sell
209,136
-4,356
-2% -$186K 1.06% 17
2020
Q4 		$9.01M Sell
213,492
-25,608
-11% -$1.02M 1.13% 17
2020
Q3 		$9.07M Sell
239,100
-26,088
-10% -$963K 1.34% 14
2020
Q2 		$8.93M Sell
265,188
-45,606
-15% -$1.4M 1.44% 13
2020
Q1 		$8.12M Sell
310,794
-16,362
-5% -$490K 1.56% 12
2019
Q4 		$9.93M Sell
327,156
-6,582
-2% -$190K 1.61% 10
2019
Q3 		$9.25M Sell
333,738
-7,146
-2% -$198K 1.63% 10
2019
Q2 		$9.29M Sell
340,884
-24,600
-7% -$657K 1.67% 11
2019
Q1 		$6.79M Buy
365,484
+10,746
+3% +$265K 0.82% 23
2018
Q4 		$7.94M Sell
354,738
-41,762,838
-99% -$1.01B 1.7% 11
2018
Q3 		$52.3M Sell
42,117,576
-8,851,602
-17% -$232M 0.66% 28
2018
Q2 		$56.5M Buy
50,969,178
+50,637,924
+15,287% +$1.24B 0.64% 29
2018
Q1 		$7.64M Buy
331,254
+11,064
+3% +$270K 1.46% 13
2017
Q4 		$7.77M Buy
320,190
+6,648
+2% +$153K 1.46% 11
2017
Q3 		$7.02M Buy
313,542
+2,298
+0.7% +$50K 1.45% 12
2017
Q2 		$6.62M Buy
311,244
+3,324
+1% +$69.6K 1.48% 12
2017
Q1 		$6.21M Buy
307,920
+9,210
+3% +$182K 1.54% 14
2016
Q4 		$5.59M Buy
298,710
+18,276
+7% +$338K 1.79% 15
2016
Q3 		$5.21M Buy
+280,434
New +$5.22M 1.93% 12
2016
Q1 		$4.79M Buy
+267,666
New +$4.49M 3.64% 8

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cornerstone Wealth Management increased its Vanguard Growth ETF (VUG) stake by 0.83% in Q1 2026, buying an estimated $85K and bringing the position to 131,982 shares worth $9.61M. The position accounts for 0.48% of the portfolio, ranked #52.

Cornerstone Wealth Management first reported a position in VUG in Q1 2016 and has held it in 39 quarters since. The position peaked at $56.5M in Q2 2018. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • Cornerstone Wealth Management held 131,982 shares of Vanguard Growth ETF worth $9.61M as of Q1 2026.
  • Cornerstone Wealth Management bought 1,092 Vanguard Growth ETF shares in Q1 2026, an estimated $85K.
  • Vanguard Growth ETF made up 0.48% of Cornerstone Wealth Management's portfolio in Q1 2026, its #52 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Growth ETF in Q1 2016 and has held it in 39 quarters since.
  • Cornerstone Wealth Management's Vanguard Growth ETF position peaked at $56.5M in Q2 2018.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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