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.
| 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 |
| 2024 Q4 | ADDED | 44,961 | +12,765 | +39.6% | 1.41% | $12.4M | $260.00 |
| 2024 Q3 | ADDED | 32,196 | +3,307 | +11.4% | 1.12% | $8.5M | $258.65 |
| 2024 Q2 | ADDED | 28,889 | +3,077 | +11.9% | 0.98% | $7.0M | $236.49 |
| 2024 Q1 | ADDED | 25,812 | +10,069 | +64.0% | 0.92% | $6.4M | $243.13 |
| 2023 Q4 | ADDED | 15,743 | +3,373 | +27.3% | 0.57% | $3.7M | $225.48 |
| 2023 Q3 | REDUCED | 12,370 | -367 | -2.9% | 0.45% | $2.6M | $200.79 |
As of 2025 Q4 — sorted by position size