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Vanguard S&p 500 Etf idx shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Vanguard S&p 500 Etf idx

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All positions including Vanguard S&p 500 Etf idx held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $3.7M 6.8k 538.80
2024-09-30 $3.4M 6.4k 527.64
2024-06-30 $3.2M 6.3k 500.11
2024-03-31 $2.2M 4.5k 480.69
2023-12-31 $1.9M 4.2k 436.75
2023-09-30 $1.7M 4.3k 392.91
2023-06-30 $1.7M 4.3k 407.28
2023-03-31 $1.5M 4.0k 376.04
2022-09-30 $806k 2.5k 328.04
2022-06-30 $909k 2.6k 346.68
2022-03-31 $1.1M 2.7k 415.14
2021-12-31 $1.1M 2.6k 436.19
2021-09-30 $942k 2.4k 394.47
2021-06-30 $911k 2.3k 393.52
2021-03-31 $1.0M 2.8k 364.19
2020-12-31 $983k 2.9k 343.71
2020-09-30 $1.2M 3.8k 307.61
2020-06-30 $4.0M 14k 283.41
2020-03-31 $1.7M 7.1k 236.81
2019-12-31 $1.6M 5.6k 295.78
2019-09-30 $1.7M 6.1k 272.61
2019-06-30 $1.5M 5.6k 268.49
2019-03-31 $2.3M 7.2k 317.48
2018-12-31 $1.8M 7.9k 230.19
2018-09-30 $6.6M 1.5M 4.29
2018-06-30 $11M 2.8M 4.00
2018-03-31 $2.8M 12k 236.60
2017-12-31 $2.7M 11k 252.33
2017-09-30 $1.5M 6.6k 232.91
2017-06-30 $1.4M 6.3k 222.36
2017-03-31 $1.5M 7.1k 215.57
2016-12-31 $1.4M 6.8k 206.75
2016-09-30 $1.2M 6.0k 197.17
2016-03-31 $1.0M 5.5k 191.24

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Min Vol (USMV)
Amazon (AMZN)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Procter & Gamble Company (PG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Cornerstone Wealth Management

Top funds holding Vanguard S&p 500 Etf idx

Vanguard Group
Raymond James Financial
Bank of America Corporation
Jpmorgan Chase & Co
Raymond James & Associates
Morgan Stanley
CalPERS
Goldman Sachs Group
Envestnet Asset Management
Jones Financial Companies, L.L
Acorns Advisers
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Royal Bank of Canada

View all funds holding Vanguard S&p 500 Etf idx