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Cornerstone Wealth Management’s Vanguard 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
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
2018
Q4 		– Sell
-18,470
Closed -$158K – 1141
2018
Q3 		$158K Sell
18,470
-20,238
-52% -$2.65M ﹤0.01% 1238
2018
Q2 		$309K Buy
+38,708
New +$4.81M ﹤0.01% 1176

Other funds holding VV

W
Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MAV
Mason & Associates (Virginia) Newport News, Virginia $481M AUM 12.85% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AH
Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return
SB
Sunflower Bank Dallas, Texas $418M AUM 23.68% 1-Year Est. Return

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

Cornerstone Wealth Management opened a new position in Vanguard Large-Cap ETF (VV) in Q2 2026: 772 shares worth $265K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in VV as recently as Q4 2025.

Cornerstone Wealth Management first reported a position in VV in Q2 2018 and has held it in 13 quarters since. The position peaked at $1.58M in Q4 2021. 462 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Cornerstone Wealth Management held 772 shares of Vanguard Large-Cap ETF worth $265K as of Q2 2026.
  • Vanguard Large-Cap ETF was a new Cornerstone Wealth Management position in Q2 2026.
  • Vanguard Large-Cap ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Cornerstone Wealth Management first reported a position in Vanguard Large-Cap ETF in Q2 2018 and has held it in 13 quarters since.
  • Cornerstone Wealth Management's Vanguard Large-Cap ETF position peaked at $1.58M in Q4 2021.
  • 462 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q2 2026.

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