VO — VANGUARD INDEX FDS

Ownership history in Cornerstone Advisory, LLC  ·  40 quarters on record

This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in VANGUARD INDEX FDS (VO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.69% (2016 Q3)
Avg. % of fund
1.18%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
40
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 82,321 +3,289 +4.2% 2.28% $23.9M $290.22
2025 Q3 ADDED 79,032 +12,088 +18.1% 2.28% $23.2M $292.59
2025 Q2 ADDED 66,944 +7,527 +12.7% 2.01% $18.7M $277.75
2025 Q1 ADDED 59,417 +14,456 +32.2% 1.80% $15.4M $255.71
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VO price (monthly, adj. close)

Other funds also holding VO

As of 2025 Q4 — sorted by position size

Fidato Wealth LLC 3Y 25.67% Performa Ltd (US), LLC 3Y 7Y 15.76% Bear Mountain Capital, Inc. 15.22% BCK Partners, Inc. 3Y 14.91% TL Private Wealth 3Y 14.37% SilverOak Wealth Management LLC 11.13% JMG Financial Group, Ltd. 3Y 7Y 11.02% Riverpoint Wealth Management Holdings, LLC 3Y 7Y 10.74% Financial Synergies Wealth Advisors, Inc. 10.73% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.61%
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