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 WHITEHALL FDS INC (VYM). 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 | REDUCED | 345,556 | -1,138 | -0.3% | 4.73% | $49.6M | $142.68 |
| 2025 Q3 | ADDED | 346,694 | +9,581 | +2.8% | 4.80% | $48.9M | $139.20 |
| 2025 Q2 | ADDED | 337,113 | +6,845 | +2.1% | 4.83% | $44.9M | $130.87 |
| 2025 Q1 | ADDED | 330,268 | +2,355 | +0.7% | 4.80% | $41.1M | $125.77 |
| 2024 Q4 | ADDED | 327,913 | +21,260 | +6.9% | 4.98% | $43.9M | $123.62 |
| 2024 Q3 | ADDED | 306,653 | +15,283 | +5.2% | 5.17% | $39.3M | $123.26 |
| 2024 Q2 | ADDED | 291,370 | +8,944 | +3.2% | 4.86% | $34.6M | $113.27 |
| 2024 Q1 | ADDED | 282,426 | +10,479 | +3.9% | 4.87% | $34.2M | $114.57 |
| 2023 Q4 | ADDED | 271,947 | +5,351 | +2.0% | 4.73% | $30.4M | $105.12 |
| 2023 Q3 | ADDED | 266,596 | +1,414 | +0.5% | 4.82% | $27.5M | $96.33 |
As of 2025 Q4 — sorted by position size