Cornerstone Wealth Group »

Vanguard Wellington shares owned by Cornerstone Wealth Group

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Cornerstone Wealth Group from 13F filings

Historical chart of Cornerstone Wealth Group investment in Vanguard Wellington

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Wellington by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $228k 2.2k 101.57
2025-09-30 $229k 2.2k 101.92
2025-06-30 $227k 2.2k 100.93

More positions owned by Cornerstone Wealth Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Rus 1000 Etf (IWB)
Amazon (AMZN)
Ishares Tr Msci Acwi Ex Us (ACWX)
JPMorgan Chase & Co. (JPM)

View all positions for Cornerstone Wealth Group

Top funds holding Vanguard Wellington

Mercer Global Advisors
Wescott Financial Advisory Group
Gleason Group
Tiaa Trust, National Association
Raymond James Financial
Karpus Investment Management
Seeds Investor
Bedel Financial Consulting
CI Private Wealth
Wells Fargo & Company
Cetera Investment Advisers
Savant Capital Management
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Stonebridge Capital Advisors

View all funds holding Vanguard Wellington