Cornerstone Wealth Management’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-772	Closed	-$265K	–	779
2026 Q2	$265K	Buy	+772	New	+$258K	0.01%	644
2026 Q1	–	Sell	-722	Closed	-$227K	–	737
2025 Q4	$227K	Buy	+722	New	+$225K	0.01%	621
2025 Q2	–	Sell	-1,316	Closed	-$338K	–	663
2025 Q1	$338K	Sell	1,316 -114	-8%	-$30.9K	0.02%	446
2024 Q4	$386K	Buy	+1,430	New	+$387K	0.03%	405
2022 Q2	–	Sell	-6,672	Closed	-$1.39M	–	486
2022 Q1	$1.39M	Sell	6,672 -492	-7%	-$101K	0.14%	138
2021 Q4	$1.58M	Buy	7,164 +145	+2%	+$31.1K	0.15%	139
2021 Q3	$1.41M	Sell	7,019 -214	-3%	-$44.2K	0.15%	143
2021 Q2	$1.45M	Buy	7,233 +197	+3%	+$38.4K	0.15%	138
2021 Q1	$1.3M	Buy	7,036 +5,003	+246%	+$907K	0.15%	139
2020 Q4	$357K	Buy	+2,033	New	+$338K	0.04%	302
2019 Q2	–	Sell	-257	Closed	-$200K	–	509
2019 Q1	$200K	Buy	+257	New	+$32.1K	0.02%	488

Other funds holding VV

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.6B AUM 18.15% 1-Year Est. Return

Johnson Financial Group LLC (Colorado) Denver, Colorado $2B AUM 16.76% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.94B AUM 11.83% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

James J. Burns & Company Melville, New York $937M AUM 13.35% 1-Year Est. Return

Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $486M AUM 6.35% 1-Year Est. Return

Garde Capital Seattle, Washington $1.8B AUM 11.9% 1-Year Est. Return

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

Cornerstone Wealth Management sold out of Vanguard Morningstar Large-Cap ETF (VV) in Q3 2026, closing a stake of 772 shares — an estimated $265K sold.

Cornerstone Wealth Management first reported a position in VV in Q1 2019 and held it in 11 quarters. The position peaked at $1.58M in Q4 2021. 797 funds tracked by Wall St. Rank hold VV as of Q3 2026.

Cornerstone Wealth Management reported no remaining Vanguard Morningstar Large-Cap ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Wealth Management sold 772 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $265K.
Cornerstone Wealth Management first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2019 and held it in 11 quarters.
Cornerstone Wealth Management's Vanguard Morningstar Large-Cap ETF position peaked at $1.58M in Q4 2021.
797 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.

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