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Cornerstone Wealth Group, LLC: VUG position timeline

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

Cornerstone Wealth Group, LLC held 115,092 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,092 shares
    Change vs previous 13F +2,581 shares

    0.59% of the 13F portfolio, value $9,914,060.

    13F-HR 0001214659-26-009059 filed by Cornerstone Wealth Group, 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 112,511 shares
    Change vs previous 13F +95,732 shares

    0.59% of the 13F portfolio, value $9,169,609.

    13F-HR 0001214659-26-004952 filed by Cornerstone Wealth Group, 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 16,779 shares
    Change vs previous 13F +2,374 shares

    0.56% of the 13F portfolio, value $8,185,889.

    13F-HR 0001214659-26-000811 filed by Cornerstone Wealth Group, 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 14,405 shares
    Change vs previous 13F +716 shares

    0.47% of the 13F portfolio, value $6,908,762.

    13F-HR 0001214659-25-015562 filed by Cornerstone Wealth Group, 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 13,689 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $6,001,183.

    13F-HR 0001214659-25-010940 filed by Cornerstone Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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