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 (VUG). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 41,656 | +3,026 | +7.8% | 1.94% | $20.3M | $487.86 |
| 2025 Q3 | ADDED | 38,630 | +3,490 | +9.9% | 1.82% | $18.5M | $479.12 |
| 2025 Q2 | ADDED | 35,140 | +2,671 | +8.2% | 1.65% | $15.4M | $437.49 |
| 2025 Q1 | ADDED | 32,469 | +5,323 | +19.6% | 1.45% | $12.5M | $369.62 |
| 2024 Q4 | ADDED | 27,146 | +12,097 | +80.4% | 1.32% | $11.6M | $408.58 |
| 2024 Q3 | ADDED | 15,049 | +6,678 | +79.8% | 0.76% | $5.8M | $381.70 |
| 2024 Q2 | ADDED | 8,371 | +2,237 | +36.5% | 0.44% | $3.1M | $371.40 |
| 2024 Q1 | ADDED | 6,134 | +1,433 | +30.5% | 0.30% | $2.1M | $341.38 |
| 2023 Q4 | ADDED | 4,701 | +150 | +3.3% | 0.23% | $1.5M | $307.92 |
| 2023 Q3 | REDUCED | 4,551 | -1,130 | -19.9% | 0.22% | $1.2M | $269.20 |
As of 2025 Q4 — sorted by position size