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Cornerstone Wealth Management’s Vanguard Morningstar 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
Q2 		$11.5M Buy
133,697
+1,715
+1% +$144K 0.49% 49
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 Buy
+354,738
New +$8.59M 1.7% 11
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 $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Cornerstone Wealth Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 1.3% in Q2 2026, buying an estimated $144K and bringing the position to 133,697 shares worth $11.5M. The position accounts for 0.49% of the portfolio, ranked #49.

Cornerstone Wealth Management first reported a position in VUG in Q1 2016 and has held it in 38 quarters since. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Cornerstone Wealth Management held 133,697 shares of Vanguard Morningstar Growth ETF worth $11.5M as of Q2 2026.
  • Cornerstone Wealth Management bought 1,715 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $144K.
  • Vanguard Morningstar Growth ETF made up 0.49% of Cornerstone Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Morningstar Growth ETF in Q1 2016 and has held it in 38 quarters since.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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