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Disclosery

Cornerstone Management, Inc.: VUG position timeline

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

Cornerstone Management, Inc. held 1,994,250 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,994,250 shares
    Change vs previous 13F +1,650,917 shares

    24.71% of the 13F portfolio, value $171,784,706.

    13F-HR 0002085853-26-000754 filed by Cornerstone Management, Inc.
    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 343,333 shares
    Change vs previous 13F +22,163 shares

    23.9% of the 13F portfolio, value $149,964,430.

    13F-HR 0002085853-26-000394 filed by Cornerstone Management, Inc.
    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 321,170 shares
    Change vs previous 13F -9,437 shares

    25.55% of the 13F portfolio, value $156,685,997.

    13F-HR 0002085853-26-000208 filed by Cornerstone Management, Inc.
    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 330,607 shares
    Change vs previous 13F -25,128 shares

    26.22% of the 13F portfolio, value $158,562,424.

    13F-HR 0002085853-25-000066 filed by Cornerstone Management, Inc.
    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 355,735 shares
    Change vs previous 13F -3,003 shares

    27.11% of the 13F portfolio, value $155,954,224.

    13F-HR 0001085146-25-004337 filed by Cornerstone Management, Inc.
    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 358,738 shares
    Change vs previous 13F +35,313 shares

    24.91% of the 13F portfolio, value $133,027,226.

    13F-HR 0001085146-25-002220 filed by Cornerstone Management, Inc.
    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 323,425 shares
    Change vs previous 13F +41,973 shares

    25.69% of the 13F portfolio, value $132,746,399.

    13F-HR 0001085146-25-000477 filed by Cornerstone Management, Inc.
    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 281,452 shares
    Change vs previous 13F not available

    22.55% of the 13F portfolio, value $108,057,867.

    13F-HR 0001085146-24-004714 filed by Cornerstone Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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