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Disclosery

Cornerstone Advisory, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cornerstone Advisory, LLC on VUG, newest first. How the timeline and the estimate are built.

Cornerstone Advisory, LLC held 266,465 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 266,465 shares
    Change vs previous 13F +223,435 shares

    1.91% of the 13F portfolio, value $22,953,281.

    13F-HR 0001765380-26-000238 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,030 shares
    Change vs previous 13F +1,374 shares

    1.78% of the 13F portfolio, value $18,795,186.

    13F-HR 0001765380-26-000144 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 41,656 shares
    Change vs previous 13F +3,026 shares

    1.94% of the 13F portfolio, value $20,322,216.

    13F-HR 0001765380-26-000050 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,630 shares
    Change vs previous 13F +3,490 shares

    1.82% of the 13F portfolio, value $18,527,495.

    13F-HR 0001765380-25-000443 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,140 shares
    Change vs previous 13F +2,671 shares

    1.65% of the 13F portfolio, value $15,405,165.

    13F-HR 0001765380-25-000271 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,469 shares
    Change vs previous 13F +5,323 shares

    1.45% of the 13F portfolio, value $12,456,872.

    13F-HR 0001765380-25-000178 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 27,146 shares
    Change vs previous 13F +12,097 shares

    1.32% of the 13F portfolio, value $11,605,375.

    13F-HR 0001765380-25-000128 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,049 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $5,777,725.

    13F-HR 0001765380-24-000416 filed by Cornerstone Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).