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Cornerstone Wealth Advisors, Inc.: VGSH position timeline

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

Cornerstone Wealth Advisors, Inc. held 1,086,658 VGSH shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,086,658 shares
    Change vs previous 13F +34,779 shares

    13.25% of the 13F portfolio, value $63,243,485.

    13F-HR 0001862176-26-000003 filed by Cornerstone Wealth Advisors, 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 1,051,879 shares
    Change vs previous 13F +102,059 shares

    14.18% of the 13F portfolio, value $61,576,976.

    13F-HR 0001862176-26-000002 filed by Cornerstone Wealth Advisors, 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 949,820 shares
    Change vs previous 13F +50,635 shares

    12.97% of the 13F portfolio, value $55,782,900.

    13F-HR 0001862176-26-000001 filed by Cornerstone Wealth Advisors, 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 899,185 shares
    Change vs previous 13F +38,264 shares

    12.81% of the 13F portfolio, value $52,917,037.

    13F-HR 0001862176-25-000003 filed by Cornerstone Wealth Advisors, 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 860,921 shares
    Change vs previous 13F +16,218 shares

    13.08% of the 13F portfolio, value $50,604,936.

    13F-HR 0001085146-25-003954 filed by Cornerstone Wealth Advisors, 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 844,703 shares
    Change vs previous 13F +16,444 shares

    13.76% of the 13F portfolio, value $49,575,619.

    13F-HR 0001085146-25-002184 filed by Cornerstone Wealth Advisors, 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 828,259 shares
    Change vs previous 13F +38,949 shares

    13.23% of the 13F portfolio, value $48,188,109.

    13F-HR 0001085146-25-000363 filed by Cornerstone Wealth Advisors, 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 789,310 shares
    Change vs previous 13F not available

    12.95% of the 13F portfolio, value $46,585,066.

    13F-HR 0001085146-24-005139 filed by Cornerstone Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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